Silvercrest Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.41M | Buy |
7,956
+492
| +7% | +$141K | 0.02% | 524 |
|
|
2026
Q1 | $1.95M | Buy |
7,464
+1,040
| +16% | +$281K | 0.01% | 532 |
|
|
2025
Q4 | $1.66M | Buy |
6,424
+4,078
| +174% | +$1.04M | 0.01% | 553 |
|
|
2025
Q3 | $597K | Sell |
2,346
-10
| -0.4% | -$2.48K | ﹤0.01% | 678 |
|
|
2025
Q2 | $558K | Hold |
2,356
| – | – | ﹤0.01% | 698 |
|
|
2025
Q1 | $522K | Buy |
2,356
+174
| +8% | +$41.6K | ﹤0.01% | 692 |
|
|
2024
Q4 | $524K | Hold |
2,182
| – | – | ﹤0.01% | 683 |
|
|
2024
Q3 | $518K | Buy |
2,182
+20
| +0.9% | +$4.54K | ﹤0.01% | 646 |
|
|
2024
Q2 | $471K | Hold |
2,162
| – | – | ﹤0.01% | 728 |
|
|
2024
Q1 | $494K | Buy |
2,162
+146
| +7% | +$31.4K | ﹤0.01% | 707 |
|
|
2023
Q4 | $430K | Buy |
2,016
+8
| +0.4% | +$1.54K | ﹤0.01% | 694 |
|
|
2023
Q3 | $380K | Sell |
2,008
-15
| -0.7% | -$2.99K | ﹤0.01% | 714 |
|
|
2023
Q2 | $402K | Buy |
2,023
+455
| +29% | +$86K | ﹤0.01% | 705 |
|
|
2023
Q1 | $297K | Hold |
1,568
| – | – | ﹤0.01% | 723 |
|
|
2022
Q4 | $288K | Hold |
1,568
| – | – | ﹤0.01% | 719 |
|
|
2022
Q3 | $268K | Hold |
1,568
| – | – | ﹤0.01% | 720 |
|
|
2022
Q2 | $276K | Hold |
1,568
| – | – | ﹤0.01% | 728 |
|
|
2022
Q1 | $333K | Sell |
1,568
-8
| -0.5% | -$1.68K | ﹤0.01% | 748 |
|
|
2021
Q4 | $356K | Hold |
1,576
| – | – | ﹤0.01% | 718 |
|
|
2021
Q3 | $345K | Hold |
1,576
| – | – | ﹤0.01% | 733 |
|
|
2021
Q2 | $355K | Buy |
1,576
+30
| +2% | +$6.65K | ﹤0.01% | 729 |
|
|
2021
Q1 | $331K | Sell |
1,546
-3
| -0.2% | -$632 | ﹤0.01% | 730 |
|
|
2020
Q4 | $302K | Buy |
1,549
+170
| +12% | +$30K | ﹤0.01% | 716 |
|
|
2020
Q3 | $212K | Hold |
1,379
| – | – | ﹤0.01% | 719 |
|
|
2020
Q2 | $201K | Buy |
+1,379
| New | +$185K | ﹤0.01% | 705 |
|
|
2020
Q1 | – | Sell |
-1,379
| Closed | -$228K | – | 785 |
|
|
2019
Q4 | $228K | Hold |
1,379
| – | – | ﹤0.01% | 692 |
|
|
2019
Q3 | $212K | Hold |
1,379
| – | – | ﹤0.01% | 694 |
|
|
2019
Q2 | $216K | Sell |
1,379
-85
| -6% | -$13.1K | ﹤0.01% | 529 |
|
|
2019
Q1 | $224K | Sell |
1,464
-329
| -18% | -$48.9K | ﹤0.01% | 526 |
|
|
2018
Q4 | $237K | Buy |
1,793
+329
| +22% | +$47.9K | ﹤0.01% | 465 |
|
|
2018
Q3 | $238K | Buy |
1,464
+74
| +5% | +$12K | ﹤0.01% | 495 |
|
|
2018
Q2 | $216K | Hold |
1,390
| – | – | ﹤0.01% | 516 |
|
|
2018
Q1 | $204K | Sell |
1,390
-650
| -32% | -$97K | ﹤0.01% | 530 |
|
|
2017
Q4 | $302K | Buy |
2,040
+500
| +32% | +$72.3K | ﹤0.01% | 480 |
|
|
2017
Q3 | $218K | Hold |
1,540
| – | – | ﹤0.01% | 521 |
|
|
2017
Q2 | $209K | Hold |
1,540
| – | – | ﹤0.01% | 519 |
|
|
2017
Q1 | $205K | Buy |
+1,540
| New | +$204K | ﹤0.01% | 551 |
|
|
2016
Q3 | – | Sell |
-2,063
| Closed | -$239K | – | 555 |
|
|
2016
Q2 | $239K | Buy |
+2,063
| New | +$234K | ﹤0.01% | 499 |
|
Other funds holding VB
Silvercrest Asset Management's VB Position: Q2 2026 in Review
Silvercrest Asset Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.6% in Q2 2026, buying an estimated $141K and bringing the position to 7,956 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #524.
Silvercrest Asset Management first reported a position in VB in Q2 2016 and has held it in 38 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Silvercrest Asset Management held 7,956 shares of Vanguard Morningstar Small-Cap ETF worth $2.41M as of Q2 2026.
- Silvercrest Asset Management bought 492 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $141K.
- Vanguard Morningstar Small-Cap ETF made up 0.02% of Silvercrest Asset Management's portfolio in Q2 2026, its #524 holding.
- Silvercrest Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2016 and has held it in 38 quarters since.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.