Baron Silver Stevens Financial Advisors’s Vanguard 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 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	$24	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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Baron Silver Stevens Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 1.2% in Q1 2026, buying an estimated $63.6K and bringing the position to 70,116 shares worth $5.03M. The position accounts for 0.73% of the portfolio, ranked #29.

Baron Silver Stevens Financial Advisors first reported a position in VO in Q4 2020 and has held it in 21 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Baron Silver Stevens Financial Advisors held 70,116 shares of Vanguard Mid-Cap ETF worth $5.03M as of Q1 2026.
Baron Silver Stevens Financial Advisors bought 856 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $63.6K.
Vanguard Mid-Cap ETF made up 0.73% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #29 holding.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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