Baron Silver Stevens Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.71M	Buy	70,927 +811	+1%	+$62.9K	0.72%	28
2026 Q1	$5.03M	Buy	70,116 +856	+1%	+$63.6K	0.73%	29
2025 Q4	$5.03M	Buy	69,260 +3,072	+5%	+$223K	0.73%	29
2025 Q3	$4.86M	Buy	66,188 +612	+0.9%	+$44K	0.71%	28
2025 Q2	$4.59M	Buy	65,576 +5,576	+9%	+$366K	0.73%	28
2025 Q1	$3.88M	Buy	60,000 +4,860	+9%	+$326K	0.68%	27
2024 Q4	$3.64M	Buy	55,140 +216	+0.4%	+$14.7K	0.62%	27
2024 Q3	$3.62M	Buy	54,924 +2,008	+4%	+$126K	0.63%	27
2024 Q2	$3.2M	Sell	52,916 -64	-0.1%	-$3.89K	0.61%	28
2024 Q1	$3.31M	Buy	52,980 +1,816	+4%	+$107K	0.64%	27
2023 Q4	$2.98M	Buy	51,164 +2,496	+5%	+$133K	0.62%	27
2023 Q3	$2.53M	Sell	48,668 -1,808	-4%	-$99.2K	0.57%	28
2023 Q2	$2.78M	Buy	50,476 +8,896	+21%	+$466K	0.61%	27
2023 Q1	$2.19M	Sell	41,580 -10,484	-20%	-$558K	0.57%	27
2022 Q4	$2.65M	Sell	52,064 -1,784	-3%	-$90.9K	0.65%	27
2022 Q3	$24K	Buy	53,848 +3,584	+7%	+$187K	0.01%	94
2022 Q2	$2.48M	Sell	50,264 -8,144	-14%	-$440K	0.64%	27
2022 Q1	$3.47M	Buy	58,408 +14,284	+32%	+$838K	0.81%	25
2021 Q4	$2.81M	Buy	44,124 +2,888	+7%	+$181K	0.66%	25
2021 Q3	$2.44M	Buy	41,236 +1,564	+4%	+$94.5K	0.65%	25
2021 Q2	$2.35M	Buy	+39,672	New	+$2.3M	0.64%	25
2021 Q1	–	Sell	-29,288	Closed	-$1.51M	–	459
2020 Q4	$1.51M	Buy	+29,288	New	+$1.42M	0.52%	22

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Baron Silver Stevens Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, buying an estimated $62.9K and bringing the position to 70,927 shares worth $5.71M. The position accounts for 0.72% of the portfolio, ranked #28.

Baron Silver Stevens Financial Advisors first reported a position in VO in Q4 2020 and has held it in 22 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Baron Silver Stevens Financial Advisors held 70,927 shares of Vanguard Morningstar Mid-Cap ETF worth $5.71M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 811 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $62.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.72% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #28 holding.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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