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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
Q2 		$17.5M Buy
25,540
+1,337
+6% +$891K 2.22% 15
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 		$20.7M 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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Baron Silver Stevens Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.5% in Q2 2026, buying an estimated $891K and bringing the position to 25,540 shares worth $17.5M. The position accounts for 2.22% of the portfolio, ranked #15.

Baron Silver Stevens Financial Advisors first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.7M in Q3 2022. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 25,540 shares of Vanguard S&P 500 ETF worth $17.5M as of Q2 2026.
  • Baron Silver Stevens Financial Advisors bought 1,337 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $891K.
  • Vanguard S&P 500 ETF made up 2.22% of Baron Silver Stevens Financial Advisors's portfolio in Q2 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 22 quarters since.
  • Baron Silver Stevens Financial Advisors's Vanguard S&P 500 ETF position peaked at $20.7M in Q3 2022.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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