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Baron Silver Stevens Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.1M Sell
146,799
-815
-0.6% -$273K 6.83% 4
2025
Q4 		$49.5M Buy
147,614
+1,361
+0.9% +$453K 7.14% 4
2025
Q3 		$48M Buy
146,253
+1,018
+0.7% +$322K 7.03% 4
2025
Q2 		$44.1M Buy
145,235
+1,025
+0.7% +$288K 7.07% 4
2025
Q1 		$39.6M Sell
144,210
-8,093
-5% -$2.35M 6.93% 4
2024
Q4 		$44.1M Buy
152,303
+4,184
+3% +$1.22M 7.49% 4
2024
Q3 		$41.9M Buy
148,119
+1,880
+1% +$513K 7.32% 4
2024
Q2 		$39.1M Sell
146,239
-295
-0.2% -$76.4K 7.42% 4
2024
Q1 		$38.1M Sell
146,534
-2,389
-2% -$591K 7.36% 4
2023
Q4 		$35.3M Sell
148,923
-2,515
-2% -$556K 7.41% 4
2023
Q3 		$32.2M Sell
151,438
-4,195
-3% -$929K 7.28% 4
2023
Q2 		$34.3M Buy
155,633
+8,429
+6% +$1.76M 7.52% 4
2023
Q1 		$30M Sell
147,204
-12,319
-8% -$2.47M 7.82% 3
2022
Q4 		$30.5M Buy
159,523
+5,689
+4% +$1.1M 7.5% 4
2022
Q3 		$23 Buy
153,834
+2,590
+2% +$516K 0.01% 95
2022
Q2 		$28.5M Buy
151,244
+1,249
+0.8% +$257K 7.38% 4
2022
Q1 		$34.1M Buy
149,995
+370
+0.2% +$83.2K 8.01% 4
2021
Q4 		$36.1M Buy
149,625
+1,462
+1% +$345K 8.54% 3
2021
Q3 		$32.9M Buy
148,163
+1,711
+1% +$390K 8.77% 3
2021
Q2 		$32.6M Buy
+146,452
New +$31.8M 8.85% 4
2021
Q1 		– Sell
-140,338
Closed -$27.3M – 468
2020
Q4 		$27.3M Buy
+140,338
New +$25.7M 9.35% 4

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Baron Silver Stevens Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.55% in Q1 2026, selling an estimated $273K and leaving 146,799 shares worth $47.1M. The position accounts for 6.83% of the portfolio, ranked #4.

Baron Silver Stevens Financial Advisors first reported a position in VTI in Q4 2020 and has held it in 21 quarters since. The position peaked at $49.5M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 146,799 shares of Vanguard Total Stock Market ETF worth $47.1M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors sold 815 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $273K.
  • Vanguard Total Stock Market ETF made up 6.83% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #4 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 21 quarters since.
  • Baron Silver Stevens Financial Advisors's Vanguard Total Stock Market ETF position peaked at $49.5M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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