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Baron Silver Stevens Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.5M Buy
24,203
+776
+3% +$485K 2.1% 15
2025
Q4 		$14.7M Buy
23,427
+1,887
+9% +$1.17M 2.12% 14
2025
Q3 		$13.2M Sell
21,540
-1,083
-5% -$638K 1.93% 16
2025
Q2 		$12.9M Sell
22,623
-118
-0.5% -$62K 2.06% 16
2025
Q1 		$11.7M Sell
22,741
-985
-4% -$532K 2.04% 16
2024
Q4 		$12.8M Buy
23,726
+604
+3% +$327K 2.17% 15
2024
Q3 		$12.2M Buy
23,122
+444
+2% +$226K 2.13% 15
2024
Q2 		$11.3M Sell
22,678
-45
-0.2% -$21.7K 2.15% 16
2024
Q1 		$10.9M Sell
22,723
-138
-0.6% -$63.2K 2.11% 16
2023
Q4 		$9.99M Sell
22,861
-227
-1% -$92.9K 2.09% 16
2023
Q3 		$9.07M Sell
23,088
-1,405
-6% -$574K 2.05% 16
2023
Q2 		$9.98M Buy
24,493
+3,563
+17% +$1.37M 2.19% 16
2023
Q1 		$7.87M Sell
20,930
-5,209
-20% -$1.91M 2.05% 16
2022
Q4 		$9.18M Buy
26,139
+1,240
+5% +$438K 2.26% 17
2022
Q3 		$20.7K Buy
24,899
+40
+0.2% +$14.6K 5.65% 5
2022
Q2 		$8.62M Sell
24,859
-3,137
-11% -$1.18M 2.23% 16
2022
Q1 		$11.6M Buy
27,996
+932
+3% +$382K 2.72% 14
2021
Q4 		$11.8M Buy
27,064
+1,066
+4% +$450K 2.79% 13
2021
Q3 		$10.3M Buy
25,998
+1,630
+7% +$661K 2.73% 13
2021
Q2 		$9.59M Buy
+24,368
New +$9.35M 2.6% 13
2021
Q1 		– Sell
-18,151
Closed -$6.24M – 461
2020
Q4 		$6.24M Buy
+18,151
New +$5.92M 2.14% 12

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Baron Silver Stevens Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q1 2026, buying an estimated $485K and bringing the position to 24,203 shares worth $14.5M. The position accounts for 2.1% of the portfolio, ranked #15.

Baron Silver Stevens Financial Advisors first reported a position in VOO in Q4 2020 and has held it in 21 quarters since. The position peaked at $14.7M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 24,203 shares of Vanguard S&P 500 ETF worth $14.5M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors bought 776 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $485K.
  • Vanguard S&P 500 ETF made up 2.1% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #15 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
  • Baron Silver Stevens Financial Advisors's Vanguard S&P 500 ETF position peaked at $14.7M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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