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BARON SILVER STEVENS FINANCIAL ADVISORS, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARON SILVER STEVENS FINANCIAL ADVISORS, LLC on VUG, newest first. How the timeline and the estimate are built.

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC held 298,638 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298,638 shares
    Change vs previous 13F +250,227 shares

    3.25% of the 13F portfolio, value $25,724,710.

    13F-HR 0001172661-26-002983 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,411 shares
    Change vs previous 13F +51 shares

    3.07% of the 13F portfolio, value $21,145,654.

    13F-HR 0001172661-26-001755 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,360 shares
    Change vs previous 13F +4,450 shares

    3.4% of the 13F portfolio, value $23,593,185.

    13F-HR 0001172661-26-000512 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,910 shares
    Change vs previous 13F -5,340 shares

    3.08% of the 13F portfolio, value $21,060,083.

    13F-HR 0001172661-25-004458 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 49,250 shares
    Change vs previous 13F +1,736 shares

    3.46% of the 13F portfolio, value $21,591,184.

    13F-HR 0001172661-25-002640 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,514 shares
    Change vs previous 13F -2,431 shares

    3.08% of the 13F portfolio, value $17,619,128.

    13F-HR 0001172661-25-001595 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 49,945 shares
    Change vs previous 13F +1,278 shares

    3.48% of the 13F portfolio, value $20,499,405.

    13F-HR 0001172661-25-000267 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 48,667 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $18,684,714.

    13F-HR 0001172661-24-004381 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).