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 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	-$599	–	146
2022 Q3	$599	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 $49.2B AUM

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Baron Silver Stevens Financial Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 4.9% in Q1 2026, selling an estimated $29.8K and leaving 3,995 shares worth $553K. The position accounts for 0.08% of the portfolio, ranked #79.

Baron Silver Stevens Financial Advisors first reported a position in VT in Q4 2020 and has held it in 11 quarters since. The position peaked at $593K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Baron Silver Stevens Financial Advisors held 3,995 shares of Vanguard Total World Stock ETF worth $553K as of Q1 2026.
Baron Silver Stevens Financial Advisors sold 207 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $29.8K.
Vanguard Total World Stock ETF made up 0.08% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #79 holding.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 11 quarters since.
Baron Silver Stevens Financial Advisors's Vanguard Total World Stock ETF position peaked at $593K in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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