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Disclosery

Baron Financial Group, LLC: VHT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Financial Group, LLC on VHT, newest first. How the timeline and the estimate are built.

Baron Financial Group, LLC held 13,010 VHT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,010 shares
    Change vs previous 13F -860 shares

    2% of the 13F portfolio, value $4,112,201.

    13F-HR 0002085853-26-001129 filed by Baron Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,870 shares
    Change vs previous 13F -574 shares

    1.98% of the 13F portfolio, value $4,147,269.

    13F-HR 0002085853-26-000675 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 14,444 shares
    Change vs previous 13F -22 shares

    2.12% of the 13F portfolio, value $3,933,535.

    13F-HR 0002085853-26-000326 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 14,466 shares
    Change vs previous 13F -390 shares

    2.23% of the 13F portfolio, value $4,164,039.

    13F-HR 0002085853-26-000019 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 14,856 shares
    Change vs previous 13F -208 shares

    2.11% of the 13F portfolio, value $3,856,618.

    13F-HR 0002085853-25-000020 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 15,064 shares
    Change vs previous 13F -100 shares

    2.2% of the 13F portfolio, value $3,740,994.

    13F-HR 0001667731-25-000746 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 15,164 shares
    Change vs previous 13F +2 shares

    2.53% of the 13F portfolio, value $4,014,366.

    13F-HR 0001667731-25-000421 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 15,162 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $3,846,448.

    13F-HR 0001667731-25-000073 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).