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Silvercrest Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Silvercrest Asset Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$580K Sell
2,669
-236
-8% -$52.8K ﹤0.01% 665
2025
Q4 		$615K Buy
2,905
+911
+46% +$191K ﹤0.01% 686
2025
Q3 		$416K Sell
1,994
-715
-26% -$146K ﹤0.01% 718
2025
Q2 		$528K Sell
2,709
-573
-17% -$106K ﹤0.01% 707
2025
Q1 		$611K Buy
3,282
+111
+4% +$21.9K ﹤0.01% 665
2024
Q4 		$629K Buy
3,171
+930
+41% +$191K ﹤0.01% 655
2024
Q3 		$450K Buy
2,241
+252
+13% +$48.4K ﹤0.01% 662
2024
Q2 		$363K Buy
1,989
+101
+5% +$18.7K ﹤0.01% 777
2024
Q1 		$362K Sell
1,888
-1,243
-40% -$224K ﹤0.01% 772
2023
Q4 		$563K Buy
3,131
+382
+14% +$62.4K ﹤0.01% 652
2023
Q3 		$438K Buy
2,749
+327
+14% +$54.7K ﹤0.01% 694
2023
Q2 		$401K Buy
+2,422
New +$381K ﹤0.01% 708

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Silvercrest Asset Management's VBR Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 8.1% in Q1 2026, selling an estimated $52.8K and leaving 2,669 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Silvercrest Asset Management first reported a position in VBR in Q2 2023 and has held it in 12 quarters since. The position peaked at $629K in Q4 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Silvercrest Asset Management held 2,669 shares of Vanguard Small-Cap Value ETF worth $580K as of Q1 2026.
  • Silvercrest Asset Management sold 236 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $52.8K.
  • Vanguard Small-Cap Value ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #665 holding.
  • Silvercrest Asset Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • Silvercrest Asset Management's Vanguard Small-Cap Value ETF position peaked at $629K in Q4 2024.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.