Silvercrest Asset Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,057	Closed	-$1.22M	–	897
2025 Q4	$1.22M	Buy	4,057 +12	+0.3%	+$3.58K	0.01%	590
2025 Q3	$1.19M	Buy	4,045 +11	+0.3%	+$3.12K	0.01%	595
2025 Q2	$1.1M	Buy	4,034 +12	+0.3%	+$3.03K	0.01%	622
2025 Q1	$993K	Buy	4,022 +12	+0.3%	+$3.13K	0.01%	620
2024 Q4	$1.04M	Buy	4,010 +1,000	+33%	+$262K	0.01%	610
2024 Q3	$764K	Buy	3,010 +19	+0.6%	+$4.64K	0.01%	596
2024 Q2	$717K	Hold	2,991	–	–	﹤0.01%	664
2024 Q1	$697K	Buy	2,991 +9	+0.3%	+$2K	﹤0.01%	662
2023 Q4	$635K	Buy	2,982 +12	+0.4%	+$2.38K	﹤0.01%	639
2023 Q3	$566K	Buy	2,970 +12	+0.4%	+$2.38K	﹤0.01%	663
2023 Q2	$584K	Buy	+2,958	New	+$554K	﹤0.01%	661

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Silvercrest Asset Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2026, closing a stake of 4,057 shares — an estimated $1.22M sold.

Silvercrest Asset Management first reported a position in VTHR in Q2 2023 and held it in 11 quarters. The position peaked at $1.22M in Q4 2025. 233 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

Silvercrest Asset Management reported no remaining Vanguard Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
Silvercrest Asset Management sold 4,057 Vanguard Russell 3000 ETF shares in Q1 2026, an estimated $1.22M.
Silvercrest Asset Management first reported a position in Vanguard Russell 3000 ETF in Q2 2023 and held it in 11 quarters.
Silvercrest Asset Management's Vanguard Russell 3000 ETF position peaked at $1.22M in Q4 2025.
233 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

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