Silvercrest Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Hold	789	–	–	﹤0.01%	780
2026 Q1	$236K	Hold	789	–	–	﹤0.01%	797
2025 Q4	$248K	Hold	789	–	–	﹤0.01%	813
2025 Q3	$243K	Hold	789	–	–	﹤0.01%	787
2025 Q2	$225K	Buy	+789	New	+$208K	﹤0.01%	804
2024 Q4	–	Sell	-767	Closed	-$202K	–	872
2024 Q3	$202K	Buy	+767	New	+$195K	﹤0.01%	783
2021 Q1	–	Sell	-1,217	Closed	-$214K	–	881
2020 Q4	$214K	Buy	+1,217	New	+$202K	﹤0.01%	766

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

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

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

Silvercrest Asset Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 789 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Silvercrest Asset Management first reported a position in VV in Q4 2020 and has held it in 7 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Silvercrest Asset Management held 789 shares of Vanguard Morningstar Large-Cap ETF worth $271K as of Q2 2026.
Silvercrest Asset Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #780 holding.
Silvercrest Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 7 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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