Baron Silver Stevens Financial Advisors’s Vanguard Morningstar 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 Q2	$53.9M	Sell	145,696 -1,103	-0.8%	-$394K	6.82%	4
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	$23K	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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Baron Silver Stevens Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.75% in Q2 2026, selling an estimated $394K and leaving 145,696 shares worth $53.9M. The position accounts for 6.82% of the portfolio, ranked #4.

Baron Silver Stevens Financial Advisors first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Baron Silver Stevens Financial Advisors held 145,696 shares of Vanguard Morningstar Total Stock Market ETF worth $53.9M as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 1,103 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $394K.
Vanguard Morningstar Total Stock Market ETF made up 6.82% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #4 holding.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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