Baron Silver Stevens Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$627K	Hold	3,995	–	–	0.08%	81
2026 Q1	$553K	Sell	3,995 -207	-5%	-$29.8K	0.08%	79
2025 Q4	$593K	Buy	+4,202	New	+$587K	0.09%	77
2025 Q3	–	Sell	-3,995	Closed	-$513K	–	152
2025 Q2	$513K	Hold	3,995	–	–	0.08%	77
2025 Q1	$463K	Hold	3,995	–	–	0.08%	75
2024 Q4	$469K	Hold	3,995	–	–	0.08%	73
2024 Q3	$478K	Hold	3,995	–	–	0.08%	71
2024 Q2	$450K	Hold	3,995	–	–	0.09%	72
2024 Q1	$441K	Hold	3,995	–	–	0.09%	76
2023 Q4	$411K	Buy	+3,995	New	+$384K	0.09%	66
2022 Q4	–	Sell	-295	Closed	-$599K	–	146
2022 Q3	$599K	Buy	+295	New	+$25.9K	0.16%	46
2021 Q1	–	Sell	-295	Closed	-$27K	–	466
2020 Q4	$27K	Buy	+295	New	+$25.6K	0.01%	179

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Baron Silver Stevens Financial Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 3,995 shares worth $627K. The position accounts for 0.08% of the portfolio, ranked #81.

Baron Silver Stevens Financial Advisors first reported a position in VT in Q4 2020 and has held it in 12 quarters since. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Baron Silver Stevens Financial Advisors held 3,995 shares of Vanguard Total World Stock ETF worth $627K as of Q2 2026.
Baron Silver Stevens Financial Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.08% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #81 holding.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 12 quarters since.
1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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