Baron Silver Stevens Financial Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History

Baron Silver Stevens Financial Advisors, LLC

$674 Million
Q3 2025

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 29,029 shares of VFMF stock, worth $4.1 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

29,029

Previous 23,969 21.11%

Holding current value

$4.1 Million

Previous $3.22 Million 29.94%

% of portfolio

0.62%

Previous 0.52%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$132.51 - $145.94 $670,500 - $738,456	5,060 Added 21.11%	29,029 $4.19 Million
Q2 2025 Jul 17, 2025	SELL	$111.3 - $134.5 $294,833 - $356,290	-2,649 Reduced 9.95%	23,969 $3.22 Million
Q1 2025 May 07, 2025	BUY	$122.86 - $137.9 $323,613 - $363,228	2,634 Added 10.98%	26,618 $3.36 Million
Q4 2024 Jan 17, 2025	BUY	$128.97 - $141.41 $307,980 - $337,687	2,388 Added 11.06%	23,984 $3.13 Million
Q3 2024 Oct 28, 2024	BUY	$119.93 - $131.26 $459,571 - $502,988	3,832 Added 21.57%	21,596 $2.82 Million
Q2 2024 Jul 18, 2024	BUY	$118.86 - $126.62 $154,042 - $164,099	1,296 Added 7.87%	17,764 $2.17 Million
Q1 2024 May 02, 2024	BUY	$112.07 - $126.89 $102,768 - $116,358	917 Added 5.9%	16,468 $2.09 Million
Q4 2023 Feb 07, 2024	BUY	$97.57 - $116.14 $444,431 - $529,017	4,555 Added 41.42%	15,551 $1.79 Million
Q3 2023 Oct 31, 2023	BUY	$101.85 - $108.9 $3,870 - $4,138	38 Added 0.35%	10,996 $1.14 Million
Q2 2023 Jul 24, 2023	BUY	$94.37 - $103.91 $262,537 - $289,077	2,782 Added 34.03%	10,958 $1.14 Million
Q1 2023 Apr 18, 2023	SELL	$94.65 - $105.82 $13,818 - $15,449	-146 Reduced 1.75%	8,176 $810,000
Q4 2022 Jan 30, 2023	BUY	$90.56 - $104.98 $753,640 - $873,643	8,322 New	8,322 $822,000
Q2 2022 Jul 26, 2022	BUY	$89.23 - $105.54 $212,992 - $251,923	2,387 New	2,387 $213,000

Others Institutions Holding VFMF

# of Institutions

Shares Held

1.39M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
Sector ETFs
Industry ETFs

More about VFMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Silver Stevens Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Silver Stevens Financial Advisors, LLC with notifications on news.

Account

Baron Silver Stevens Financial Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History