SAM
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Silvercrest Asset Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Silvercrest Asset Management’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.33M Buy
10,651
+41
+0.4% +$5.23K 0.01% 571
2025
Q4 		$1.29M Buy
10,610
+33
+0.3% +$4.01K 0.01% 582
2025
Q3 		$1.29M Sell
10,577
-2,453
-19% -$291K 0.01% 585
2025
Q2 		$1.49M Sell
13,030
-4,850
-27% -$522K 0.01% 587
2025
Q1 		$1.91M Buy
17,880
+21
+0.1% +$2.41K 0.01% 549
2024
Q4 		$2.08M Sell
17,859
-12,279
-41% -$1.49M 0.01% 526
2024
Q3 		$3.61M Buy
30,138
+12,467
+71% +$1.44M 0.02% 419
2024
Q2 		$1.95M Buy
17,671
+9,040
+105% +$994K 0.01% 524
2024
Q1 		$970K Buy
8,631
+3,148
+57% +$338K 0.01% 618
2023
Q4 		$590K Buy
+5,483
New +$529K ﹤0.01% 645

Other funds holding VIOG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return