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Baron Silver Stevens Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Sell
2,684
-58
-2% -$7.39K 0.04% 104
2026
Q1 		$308K Sell
2,742
-32
-1% -$3.8K 0.04% 104
2025
Q4 		$336K Sell
2,774
-466
-14% -$55.9K 0.05% 98
2025
Q3 		$384K Hold
3,240
– – 0.06% 94
2025
Q2 		$355K Hold
3,240
– – 0.06% 96
2025
Q1 		$317K Sell
3,240
-138
-4% -$14.4K 0.06% 91
2024
Q4 		$354K Hold
3,378
– – 0.06% 83
2024
Q3 		$343K Buy
3,378
+106
+3% +$10.4K 0.06% 85
2024
Q2 		$316K Sell
3,272
-1,165
-26% -$108K 0.06% 87
2024
Q1 		$413K Hold
4,437
– – 0.08% 79
2023
Q4 		$377K Sell
4,437
-573
-11% -$45.2K 0.08% 73
2023
Q3 		$377K Buy
5,010
+229
+5% +$18K 0.09% 69
2023
Q2 		$375K Buy
4,781
+894
+23% +$65.8K 0.08% 69
2023
Q1 		$279K Sell
3,887
-546
-12% -$38K 0.07% 79
2022
Q4 		$292K Buy
+4,433
New +$296K 0.07% 72
2022
Q3 		– Sell
-7,204
Closed -$478K – 116
2022
Q2 		$478K Sell
7,204
-1,175
-14% -$84.8K 0.12% 57
2022
Q1 		$679K Buy
8,379
+1,948
+30% +$157K 0.16% 47
2021
Q4 		$565K Buy
6,431
+604
+10% +$51.6K 0.13% 47
2021
Q3 		$466K Buy
5,827
+2,021
+53% +$166K 0.12% 48
2021
Q2 		$304K Buy
+3,806
New +$295K 0.08% 63
2021
Q1 		– Sell
-596
Closed -$41K – 178
2020
Q4 		$41K Buy
+596
New +$39.3K 0.01% 148

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's ESGV Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.1% in Q2 2026, selling an estimated $7.39K and leaving 2,684 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #104.

Baron Silver Stevens Financial Advisors first reported a position in ESGV in Q4 2020 and has held it in 21 quarters since. The position peaked at $679K in Q1 2022. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 2,684 shares of Vanguard ESG US Stock ETF worth $355K as of Q2 2026.
  • Baron Silver Stevens Financial Advisors sold 58 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $7.39K.
  • Vanguard ESG US Stock ETF made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 21 quarters since.
  • Baron Silver Stevens Financial Advisors's Vanguard ESG US Stock ETF position peaked at $679K in Q1 2022.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.