Vanguard Small-Cap ETF shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.5M | 33k | 228.59 |
| 2023-12-31 | $6.6M | 31k | 213.33 |
| 2023-09-30 | $5.2M | 28k | 189.07 |
| 2023-06-30 | $5.5M | 28k | 198.89 |
| 2023-03-31 | $5.2M | 28k | 189.56 |
| 2022-12-31 | $5.0M | 27k | 183.54 |
| 2022-09-30 | $4.8M | 28k | 170.93 |
| 2022-06-30 | $4.9M | 28k | 176.09 |
| 2022-03-31 | $6.0M | 28k | 212.52 |
| 2021-12-31 | $6.5M | 29k | 226.00 |
| 2021-09-30 | $6.2M | 29k | 218.66 |
| 2021-06-30 | $6.5M | 29k | 225.26 |
| 2021-03-31 | $6.2M | 29k | 214.07 |
| 2020-12-31 | $5.3M | 27k | 194.67 |
| 2020-09-30 | $4.3M | 28k | 153.81 |
| 2020-06-30 | $4.0M | 28k | 145.72 |
| 2020-03-31 | $3.2M | 27k | 115.45 |
| 2019-12-31 | $4.9M | 30k | 165.63 |
| 2019-09-30 | $4.5M | 29k | 153.89 |
| 2019-06-30 | $4.5M | 29k | 156.65 |
| 2019-03-31 | $579k | 3.8k | 152.69 |
| 2018-12-31 | $501k | 3.8k | 132.12 |
| 2018-09-30 | $747k | 4.6k | 162.50 |
| 2018-06-30 | $733k | 4.6k | 159.45 |
| 2018-03-31 | $720k | 4.9k | 146.97 |
| 2017-12-31 | $649k | 4.4k | 147.84 |
| 2017-09-30 | $212k | 1.5k | 141.43 |
| 2017-06-30 | $214k | 1.6k | 137.18 |
| 2017-03-31 | $117k | 869 | 134.64 |