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Baron Silver Stevens Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.1M Buy
290,466
+306
+0.1% +$23.8K 3.07% 10
2025
Q4 		$23.6M Buy
290,160
+26,700
+10% +$2.17M 3.41% 9
2025
Q3 		$21.1M Sell
263,460
-32,040
-11% -$2.45M 3.08% 11
2025
Q2 		$21.6M Buy
295,500
+10,416
+4% +$686K 3.46% 9
2025
Q1 		$17.6M Sell
285,084
-14,586
-5% -$983K 3.08% 11
2024
Q4 		$20.5M Buy
299,670
+7,668
+3% +$515K 3.48% 9
2024
Q3 		$18.7M Buy
292,002
+11,118
+4% +$689K 3.26% 11
2024
Q2 		$17.5M Sell
280,884
-3,870
-1% -$226K 3.32% 10
2024
Q1 		$16.3M Sell
284,754
-5,568
-2% -$306K 3.16% 11
2023
Q4 		$15M Sell
290,322
-7,908
-3% -$382K 3.16% 12
2023
Q3 		$13.5M Sell
298,230
-5,928
-2% -$280K 3.06% 14
2023
Q2 		$14.3M Buy
304,158
+28,404
+10% +$1.23M 3.15% 13
2023
Q1 		$11.5M Sell
275,754
-28,182
-9% -$1.1M 2.98% 14
2022
Q4 		$10.8M Sell
303,936
-13,296
-4% -$489K 2.66% 14
2022
Q3 		$7.08K Buy
317,232
+8,922
+3% +$359K 1.93% 19
2022
Q2 		$11.5M Buy
308,310
+3,624
+1% +$149K 2.96% 12
2022
Q1 		$14.6M Buy
304,686
+12,978
+4% +$614K 3.42% 12
2021
Q4 		$15.6M Buy
291,708
+4,026
+1% +$210K 3.69% 11
2021
Q3 		$13.9M Buy
287,682
+12,006
+4% +$597K 3.71% 11
2021
Q2 		$13.2M Buy
+275,676
New +$12.5M 3.57% 10
2021
Q1 		– Sell
-211,350
Closed -$8.92M – 472
2020
Q4 		$8.92M Buy
+211,350
New +$8.44M 3.05% 11

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Baron Silver Stevens Financial Advisors increased its Vanguard Growth ETF (VUG) stake by 0.11% in Q1 2026, buying an estimated $23.8K and bringing the position to 290,466 shares worth $21.1M. The position accounts for 3.07% of the portfolio, ranked #10.

Baron Silver Stevens Financial Advisors first reported a position in VUG in Q4 2020 and has held it in 21 quarters since. The position peaked at $23.6M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 290,466 shares of Vanguard Growth ETF worth $21.1M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors bought 306 Vanguard Growth ETF shares in Q1 2026, an estimated $23.8K.
  • Vanguard Growth ETF made up 3.07% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Baron Silver Stevens Financial Advisors's Vanguard Growth ETF position peaked at $23.6M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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