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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
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

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's ESGV Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.2% in Q1 2026, selling an estimated $3.8K and leaving 2,742 shares worth $308K. 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 20 quarters since. The position peaked at $679K in Q1 2022. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 2,742 shares of Vanguard ESG US Stock ETF worth $308K as of Q1 2026.
  • Baron Silver Stevens Financial Advisors sold 32 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $3.8K.
  • Vanguard ESG US Stock ETF made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q1 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 20 quarters since.
  • Baron Silver Stevens Financial Advisors's Vanguard ESG US Stock ETF position peaked at $679K in Q1 2022.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.