Silvercrest Asset Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$301K	Hold	1,524	–	–	﹤0.01%	765
2026 Q1	$281K	Sell	1,524 -15	-1%	-$2.8K	﹤0.01%	777
2025 Q4	$273K	Buy	1,539 +32	+2%	+$5.6K	﹤0.01%	803
2025 Q3	$263K	Hold	1,507	–	–	﹤0.01%	772
2025 Q2	$248K	Sell	1,507 -65	-4%	-$10.3K	﹤0.01%	791
2025 Q1	$252K	Sell	1,572 -36	-2%	-$5.89K	﹤0.01%	784
2024 Q4	$260K	Hold	1,608	–	–	﹤0.01%	771
2024 Q3	$270K	Sell	1,608 -245	-13%	-$38.9K	﹤0.01%	738
2024 Q2	$279K	Hold	1,853	–	–	﹤0.01%	827
2024 Q1	$289K	Sell	1,853 -220	-11%	-$32.3K	﹤0.01%	806
2023 Q4	$301K	Buy	2,073 +78	+4%	+$10.5K	﹤0.01%	748
2023 Q3	$261K	Hold	1,995	–	–	﹤0.01%	766
2023 Q2	$276K	Hold	1,995	–	–	﹤0.01%	757
2023 Q1	$267K	Sell	1,995 -284	-12%	-$39.4K	﹤0.01%	732
2022 Q4	$308K	Buy	2,279 +167	+8%	+$22.4K	﹤0.01%	706
2022 Q3	$257K	Hold	2,112	–	–	﹤0.01%	726
2022 Q2	$274K	Hold	2,112	–	–	﹤0.01%	730
2022 Q1	$316K	Buy	2,112 +380	+22%	+$55.9K	﹤0.01%	755
2021 Q4	$260K	Hold	1,732	–	–	﹤0.01%	764
2021 Q3	$242K	Hold	1,732	–	–	﹤0.01%	784
2021 Q2	$243K	Buy	1,732 +245	+16%	+$34.6K	﹤0.01%	781
2021 Q1	$201K	Sell	1,487 -287	-16%	-$36.7K	﹤0.01%	807
2020 Q4	$211K	Buy	+1,774	New	+$199K	﹤0.01%	767

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Silvercrest Asset Management's VOE Position: Q2 2026 in Review

Silvercrest Asset Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,524 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Silvercrest Asset Management first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. The position peaked at $316K in Q1 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Silvercrest Asset Management held 1,524 shares of Vanguard Morningstar Mid-Cap Value ETF worth $301K as of Q2 2026.
Silvercrest Asset Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #765 holding.
Silvercrest Asset Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
Silvercrest Asset Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $316K in Q1 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.