Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s Silvercrest Asset Management SAMG Stock Holding History

Vanguard Fiduciary Trust’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
Q2 		$511K Buy
50,518
+328
+0.7% +$3.99K ﹤0.01% 3265
2026
Q1 		$675K Buy
+50,190
New +$745K ﹤0.01% 3102

Other funds holding SAMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Fiduciary Trust's SAMG Position: Q2 2026 in Review

Vanguard Fiduciary Trust increased its Silvercrest Asset Management (SAMG) stake by 0.65% in Q2 2026, buying an estimated $3.99K and bringing the position to 50,518 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #3265.

Vanguard Fiduciary Trust first reported a position in SAMG in Q1 2026 and has held it in 2 quarters since. The position peaked at $675K in Q1 2026. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • Vanguard Fiduciary Trust held 50,518 shares of Silvercrest Asset Management worth $511K as of Q2 2026.
  • Vanguard Fiduciary Trust bought 328 Silvercrest Asset Management shares in Q2 2026, an estimated $3.99K.
  • Silvercrest Asset Management made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #3265 holding.
  • Vanguard Fiduciary Trust first reported a position in Silvercrest Asset Management in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Silvercrest Asset Management position peaked at $675K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.