Baron Silver Stevens Financial Advisors’s Vanguard Morningstar 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 Q2	$25.7M	Buy	298,638 +8,172	+3%	+$688K	3.25%	10
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	$7.08M	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Baron Silver Stevens Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q2 2026, buying an estimated $688K and bringing the position to 298,638 shares worth $25.7M. The position accounts for 3.25% of the portfolio, ranked #10.

Baron Silver Stevens Financial Advisors first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Baron Silver Stevens Financial Advisors held 298,638 shares of Vanguard Morningstar Growth ETF worth $25.7M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 8,172 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $688K.
Vanguard Morningstar Growth ETF made up 3.25% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #10 holding.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 22 quarters since.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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