Vanguard Capital Management
SAMG icon

Vanguard Capital Management’s Silvercrest Asset Management SAMG Stock Holding History

Vanguard Capital Management’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.3M Hold
312,873
– – ﹤0.01% 3211
2026
Q2 		$3.16M Sell
312,873
-3,216
-1% -$39.2K ﹤0.01% 3272
2026
Q1 		$4.25M Buy
+316,089
New +$4.69M ﹤0.01% 3121

Other funds holding SAMG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
CM Wealth Advisors
CM Wealth Advisors Beachwood, Ohio $603M AUM 18.21% 1-Year Est. Return

Vanguard Capital Management's SAMG Position: Q3 2026 in Review

Vanguard Capital Management held its Silvercrest Asset Management (SAMG) position steady in Q3 2026 at 312,873 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3211.

Vanguard Capital Management first reported a position in SAMG in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.25M in Q1 2026. 71 funds tracked by Wall St. Rank hold SAMG as of Q3 2026.

  • Vanguard Capital Management held 312,873 shares of Silvercrest Asset Management worth $3.3M as of Q3 2026.
  • Vanguard Capital Management left its Silvercrest Asset Management share count unchanged in Q3 2026.
  • Silvercrest Asset Management made up ﹤0.01% of Vanguard Capital Management's portfolio in Q3 2026, its #3211 holding.
  • Vanguard Capital Management first reported a position in Silvercrest Asset Management in Q1 2026 and has held it in 3 quarters since.
  • Vanguard Capital Management's Silvercrest Asset Management position peaked at $4.25M in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2026.

Based on Vanguard Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.