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Baron Financial Group, LLC: VTI position timeline

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

Baron Financial Group, LLC held 5,711 VTI 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 5,711 shares
    Change vs previous 13F -95 shares

    1.04% of the 13F portfolio, value $2,137,285.

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

  2. period ended2026-06-30
    13F 5,806 shares
    Change vs previous 13F -81 shares

    1.03% of the 13F portfolio, value $2,148,453.

    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 5,887 shares
    Change vs previous 13F -72 shares

    1.02% of the 13F portfolio, value $1,888,609.

    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 5,959 shares
    Change vs previous 13F -40 shares

    1.07% of the 13F portfolio, value $1,997,874.

    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 5,999 shares
    Change vs previous 13F -91 shares

    1.08% of the 13F portfolio, value $1,968,692.

    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 6,090 shares
    Change vs previous 13F -145 shares

    1.09% of the 13F portfolio, value $1,850,934.

    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 6,235 shares
    Change vs previous 13F -50 shares

    1.08% of the 13F portfolio, value $1,713,628.

    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 6,285 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,821,456.

    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).