Baron Silver Stevens Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$432K	Hold	3,616	–	–	0.05%	98
2026 Q1	$315K	Sell	3,616 -32	-0.9%	-$2.95K	0.05%	101
2025 Q4	$344K	Buy	3,648 +472	+15%	+$44.8K	0.05%	97
2025 Q3	$296K	Buy	3,176 +72	+2%	+$6.29K	0.04%	108
2025 Q2	$257K	Hold	3,104	–	–	0.04%	114
2025 Q1	$210K	Sell	3,104 -64	-2%	-$4.82K	0.04%	117
2024 Q4	$246K	Sell	3,168 -16	-0.5%	-$1.23K	0.04%	106
2024 Q3	$233K	Hold	3,184	–	–	0.04%	108
2024 Q2	$229K	Hold	3,184	–	–	0.04%	105
2024 Q1	$209K	Buy	+3,184	New	+$202K	0.04%	122
2021 Q1	–	Sell	-2,072	Closed	-$91K	–	452
2020 Q4	$91K	Buy	+2,072	New	+$85.2K	0.03%	99

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Baron Silver Stevens Financial Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 3,616 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #98.

Baron Silver Stevens Financial Advisors first reported a position in VGT in Q4 2020 and has held it in 11 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Baron Silver Stevens Financial Advisors held 3,616 shares of Vanguard Information Technology ETF worth $432K as of Q2 2026.
Baron Silver Stevens Financial Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.05% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #98 holding.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 11 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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