Silvercrest Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Silvercrest Asset Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$224K	Hold	1,042	–	–	﹤0.01%	803
2025 Q4	$229K	Sell	1,042 -51	-5%	-$11.1K	﹤0.01%	823
2025 Q3	$236K	Hold	1,093	–	–	﹤0.01%	792
2025 Q2	$224K	Buy	1,093 +43	+4%	+$8.33K	﹤0.01%	809
2025 Q1	$204K	Hold	1,050	–	–	﹤0.01%	816
2024 Q4	$206K	Hold	1,050	–	–	﹤0.01%	804
2024 Q3	$208K	Buy	+1,050	New	+$200K	﹤0.01%	776
2023 Q2	–	Sell	-1,658	Closed	-$255K	–	848
2023 Q1	$255K	Sell	1,658 -225	-12%	-$34.5K	﹤0.01%	737
2022 Q4	$286K	Sell	1,883 -40	-2%	-$5.96K	﹤0.01%	720
2022 Q3	$260K	Sell	1,923 -215	-10%	-$32K	﹤0.01%	724
2022 Q2	$307K	Sell	2,138 -90	-4%	-$13.7K	﹤0.01%	716
2022 Q1	$361K	Sell	2,228 -6,695	-75%	-$1.08M	﹤0.01%	739
2021 Q4	$1.53M	Buy	8,923 +7,081	+384%	+$1.17M	0.01%	513
2021 Q3	$283K	Buy	+1,842	New	+$294K	﹤0.01%	760
2017 Q3	–	Sell	-4,000	Closed	-$371K	–	563
2017 Q2	$371K	Hold	4,000	–	–	﹤0.01%	428
2017 Q1	$360K	Hold	4,000	–	–	﹤0.01%	454
2016 Q4	$341K	Hold	4,000	–	–	﹤0.01%	464
2016 Q3	$336K	Sell	4,000 -2,096	-34%	-$178K	﹤0.01%	459
2016 Q2	$507K	Hold	6,096	–	–	0.01%	404
2016 Q1	$495K	Hold	6,096	–	–	0.01%	409
2015 Q4	$474K	Buy	+6,096	New	+$476K	0.01%	425

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Silvercrest Asset Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,042 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Silvercrest Asset Management first reported a position in VIG in Q4 2015 and has held it in 21 quarters since. The position peaked at $1.53M in Q4 2021. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Silvercrest Asset Management held 1,042 shares of Vanguard Dividend Appreciation ETF worth $224K as of Q1 2026.
Silvercrest Asset Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #803 holding.
Silvercrest Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 21 quarters since.
Silvercrest Asset Management's Vanguard Dividend Appreciation ETF position peaked at $1.53M in Q4 2021.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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