SEC 13F Intelligence

Baron Financial Group, LLC / VTIP

Baron Financial Group, LLC’s Vanguard Malvern Fds Position

Does Baron Financial Group, LLC own Vanguard Malvern Fds (VTIP)? Yes273.4K shares worth $14M (+6.55% of its 13F portfolio) as of Q2 2026, up from 264.1K shares the prior filed quarter.

Position Value
$14M
Q2 2026
Shares
273.4K
% of Portfolio
+6.55%
Quarters Held
24
currently held

Position History VTIP

Reported value by quarter
Q3 ’20: $3MQ3 ’20Q4 ’20: $5MQ1 ’21: $9MQ2 ’21: $14MQ2 ’21Q3 ’21: $15MQ4 ’21: $17MQ1 ’22: $18MQ1 ’22Q2 ’22: $17MQ3 ’22: $16MQ4 ’22: $16MQ4 ’22Q1 ’23: $15MQ2 ’23: $15MQ3 ’23: $14MQ3 ’23Q4 ’23: $14MQ1 ’24: $14MQ2 ’24: $13MQ2 ’24Q3 ’24: $13MQ4 ’24: $13MQ1 ’25: $13MQ1 ’25Q2 ’25: $13MQ3 ’25: $13MQ4 ’25: $13MQ4 ’25Q1 ’26: $13MQ2 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026273.4K$14M+6.55%
Q1 2026264.1K$13M+7.11%
Q4 2025256.5K$13M+6.80%
Q3 2025260.0K$13M+7.21%
Q2 2025259.9K$13M+7.67%
Q1 2025262.2K$13M+8.23%
Q4 2024262.9K$13M+7.89%
Q3 2024267.5K$13M+8.07%
Q2 2024277.1K$13M+8.55%
Q1 2024283.4K$14M+8.37%
Q4 2023289.2K$14M+8.76%
Q3 2023300.4K$14M+9.23%
Q2 2023308.9K$15M+9.04%
Q1 2023321.0K$15M+9.72%
Q4 2022332.9K$16M+10.31%
Q3 2022342.2K$16M+11.09%
Q2 2022347.2K$17M+11.51%
Q1 2022352.9K$18M+10.49%
Q4 2021327.6K$17M+9.54%
Q3 2021290.4K$15M+9.27%
Q2 2021259.8K$14M+8.47%
Q1 2021178.4K$9M+6.33%
Q4 202088.1K$5M+3.60%
Q3 202055.0K$3M+2.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Financial Group, LLC’s full portfolio or all institutional holders of VTIP.