BARON SILVER STEVENS FINANCIAL ADVISORS, LLC VFMF Vanguard US Multifactor ETF

Ownership history in BARON SILVER STEVENS FINANCIAL ADVISORS, LLC  ·  15 quarters on record

AI Ownership Summary

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC reported Vanguard US Multifactor ETF (VFMF) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.9% in 2026 Q1. The latest visible filing shows VFMF at 0.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VFMF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's position in Vanguard US Multifactor ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VFMF was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BARON SILVER STEVENS FINANCIAL ADVISORS, LLC held VFMF — position size vs. price
% of Fund (quarterly)    VFMF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 39,930 +3,723 +10.3% 0.90% $6.2M 2026-05-13 $167.09
2025 Q4 ADDED 36,207 +7,178 +24.7% 0.79% $5.5M 2026-02-06 $162.42
2025 Q3 ADDED 29,029 +5,060 +21.1% 0.61% $4.2M 2025-10-28 $143.61
2025 Q2 REDUCED 10.0% +7.6% 23,969 -2,649 -10.0% 0.52% $3.2M 2025-07-17 $133.37
2025 Q1 ADDED 26,618 +2,634 +11.0% 0.59% $3.4M 2025-05-07 $123.60
2024 Q4 ADDED 23,984 +2,388 +11.1% 0.53% $3.1M 2025-01-17 $131.48
2024 Q3 ADDED 21,596 +3,832 +21.6% 0.49% $2.8M 2024-10-28 $127.49
2024 Q2 ADDED 17,764 +1,296 +7.9% 0.41% $2.2M 2024-07-18 $123.98
2024 Q1 ADDED 16,468 +917 +5.9% 0.40% $2.1M 2024-05-02 $116.69
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BARON SILVER STEVENS FINANCIAL ADVISORS, LLC and VFMF

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARON SILVER STEVENS FINANCIAL ADVISORS, LLC reported owning VFMF?

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC reported VFMF across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VFMF position in BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VFMF was 0.90% in 2026 Q1.

What is the latest reported VFMF position on this page?

The most recent filing on this page is 2026 Q1, when BARON SILVER STEVENS FINANCIAL ADVISORS, LLC reported 39,930 shares, equal to 0.90% of portfolio, with an estimated market value of $6.2M.

What does the chart on this VFMF ownership page compare?

The chart compares BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's quarterly VFMF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BARON SILVER STEVENS FINANCIAL ADVISORS, LLC time their VFMF position?

Based on 13F filing dates vs. subsequent VFMF price moves, BARON SILVER STEVENS FINANCIAL ADVISORS, LLC correctly timed 9 out of 14 reported position changes (64%). The annualised alpha on VFMF relative to SPY over the holding period was -1.1%.

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