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Silvercrest Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Silvercrest Asset Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.84M Sell
13,091
-115
-0.9% -$41.1K 0.03% 454
2026
Q1 		$4.24M Hold
13,206
– – 0.03% 446
2025
Q4 		$4.43M Buy
13,206
+115
+0.9% +$38.3K 0.03% 449
2025
Q3 		$4.3M Hold
13,091
– – 0.03% 445
2025
Q2 		$3.98M Buy
13,091
+173
+1% +$48.7K 0.03% 460
2025
Q1 		$3.55M Sell
12,918
-22
-0.2% -$6.39K 0.03% 461
2024
Q4 		$3.75M Sell
12,940
-1,110
-8% -$324K 0.03% 454
2024
Q3 		$3.98M Sell
14,050
-755
-5% -$206K 0.03% 408
2024
Q2 		$3.96M Sell
14,805
-2,218
-13% -$574K 0.03% 433
2024
Q1 		$4.42M Hold
17,023
– – 0.03% 410
2023
Q4 		$4.04M Sell
17,023
-133
-0.8% -$29.4K 0.03% 408
2023
Q3 		$3.64M Buy
17,156
+1,780
+12% +$394K 0.03% 411
2023
Q2 		$3.39M Sell
15,376
-144
-0.9% -$30K 0.02% 425
2023
Q1 		$3.17M Sell
15,520
-30
-0.2% -$6K 0.02% 410
2022
Q4 		$2.97M Sell
15,550
-1,812
-10% -$349K 0.02% 418
2022
Q3 		$3.12M Sell
17,362
-12,113
-41% -$2.41M 0.03% 396
2022
Q2 		$5.56M Sell
29,475
-31,667
-52% -$6.51M 0.04% 311
2022
Q1 		$13.9M Buy
61,142
+3,611
+6% +$812K 0.09% 216
2021
Q4 		$13.9M Buy
57,531
+1,230
+2% +$290K 0.09% 220
2021
Q3 		$12.5M Sell
56,301
-5,442
-9% -$1.24M 0.08% 234
2021
Q2 		$13.8M Sell
61,743
-13,778
-18% -$2.99M 0.09% 229
2021
Q1 		$15.6M Buy
75,521
+4,475
+6% +$905K 0.11% 209
2020
Q4 		$13.8M Sell
71,046
-4,820
-6% -$881K 0.1% 215
2020
Q3 		$12.9M Buy
75,866
+57,396
+311% +$9.65M 0.11% 194
2020
Q2 		$2.89M Sell
18,470
-10,670
-37% -$1.57M 0.03% 412
2020
Q1 		$3.76M Buy
29,140
+721
+3% +$111K 0.04% 328
2019
Q4 		$4.65M Hold
28,419
– – 0.04% 365
2019
Q3 		$4.29M Sell
28,419
-840
-3% -$127K 0.04% 366
2019
Q2 		$4.39M Sell
29,259
-1,563
-5% -$230K 0.04% 242
2019
Q1 		$4.46M Hold
30,822
– – 0.04% 230
2018
Q4 		$3.93M Sell
30,822
-110
-0.4% -$15.2K 0.04% 234
2018
Q3 		$4.63M Sell
30,932
-3,325
-10% -$489K 0.04% 234
2018
Q2 		$4.81M Hold
34,257
– – 0.05% 244
2018
Q1 		$4.65M Sell
34,257
-175
-0.5% -$24.5K 0.05% 240
2017
Q4 		$4.73M Sell
34,432
-1,642
-5% -$220K 0.04% 235
2017
Q3 		$4.67M Sell
36,074
-710
-2% -$89.9K 0.05% 238
2017
Q2 		$4.58M Hold
36,784
– – 0.05% 237
2017
Q1 		$4.46M Hold
36,784
– – 0.05% 232
2016
Q4 		$4.24M Hold
36,784
– – 0.05% 237
2016
Q3 		$4.09M Buy
36,784
+10,000
+37% +$1.11M 0.05% 239
2016
Q2 		$2.87M Buy
26,784
+375
+1% +$39.7K 0.04% 259
2016
Q1 		$2.77M Hold
26,409
– – 0.04% 255
2015
Q4 		$2.75M Hold
26,409
– – 0.04% 262
2015
Q3 		$2.61M Hold
26,409
– – 0.04% 245
2015
Q2 		$2.83M Hold
26,409
– – 0.04% 270
2015
Q1 		$2.83M Hold
26,409
– – 0.04% 241
2014
Q4 		$2.8M Buy
26,409
+252
+1% +$26.1K 0.04% 250
2014
Q3 		$2.65M Hold
26,157
– – 0.04% 248
2014
Q2 		$2.66M Buy
+26,157
New +$2.58M 0.04% 247

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Silvercrest Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.87% in Q2 2026, selling an estimated $41.1K and leaving 13,091 shares worth $4.84M. The position accounts for 0.03% of the portfolio, ranked #454.

Silvercrest Asset Management first reported a position in VTI in Q2 2014 and has held it in 49 quarters since. The position peaked at $15.6M in Q1 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Silvercrest Asset Management held 13,091 shares of Vanguard Morningstar Total Stock Market ETF worth $4.84M as of Q2 2026.
  • Silvercrest Asset Management sold 115 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $41.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Silvercrest Asset Management's portfolio in Q2 2026, its #454 holding.
  • Silvercrest Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2014 and has held it in 49 quarters since.
  • Silvercrest Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $15.6M in Q1 2021.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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