Vanguard Dividend Appreciation ETF shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 56k | 182.61 |
| 2023-12-31 | $8.5M | 50k | 170.40 |
| 2023-09-30 | $5.8M | 37k | 155.38 |
| 2023-06-30 | $6.0M | 37k | 162.43 |
| 2023-03-31 | $5.8M | 37k | 154.01 |
| 2022-12-31 | $5.7M | 37k | 151.85 |
| 2022-09-30 | $5.2M | 39k | 135.15 |
| 2022-06-30 | $5.4M | 37k | 143.46 |
| 2022-03-31 | $6.1M | 38k | 162.16 |
| 2021-12-31 | $8.5M | 49k | 171.74 |
| 2021-09-30 | $7.2M | 47k | 153.60 |
| 2021-06-30 | $7.3M | 47k | 154.78 |
| 2021-03-31 | $7.0M | 48k | 147.07 |
| 2020-12-31 | $6.6M | 47k | 141.17 |
| 2020-09-30 | $6.7M | 52k | 128.66 |
| 2020-06-30 | $6.0M | 51k | 117.18 |
| 2020-03-31 | $5.4M | 52k | 103.39 |
| 2019-12-31 | $7.0M | 57k | 124.66 |
| 2019-09-30 | $5.9M | 49k | 119.59 |
| 2019-06-30 | $5.2M | 45k | 115.16 |
| 2019-03-31 | $1.7M | 16k | 109.63 |
| 2018-12-31 | $1.8M | 18k | 97.93 |
| 2018-09-30 | $2.0M | 18k | 110.72 |
| 2018-06-30 | $2.0M | 19k | 105.77 |
| 2018-03-31 | $1.9M | 19k | 101.04 |
| 2017-12-31 | $2.6M | 26k | 102.04 |
| 2017-09-30 | $2.4M | 25k | 94.81 |
| 2017-06-30 | $2.3M | 25k | 93.20 |
| 2017-03-31 | $2.3M | 25k | 89.94 |
| 2016-12-31 | $2.5M | 29k | 85.17 |
| 2016-09-30 | $2.8M | 33k | 83.94 |
| 2016-06-30 | $3.4M | 41k | 83.25 |
| 2016-03-31 | $4.1M | 50k | 81.25 |
| 2015-12-31 | $6.8M | 87k | 77.76 |
| 2015-09-30 | $20M | 274k | 73.74 |
| 2015-06-30 | $22M | 281k | 78.58 |
| 2015-03-31 | $23M | 284k | 80.47 |
| 2014-12-31 | $24M | 297k | 81.16 |
| 2014-09-30 | $23M | 298k | 76.95 |
| 2014-06-30 | $24M | 305k | 77.95 |
| 2014-03-31 | $23M | 299k | 75.23 |
| 2013-12-31 | $20M | 260k | 75.24 |
| 2013-09-30 | $17M | 249k | 69.61 |
| 2013-06-30 | $15M | 232k | 66.20 |
| 2013-03-31 | $14M | 216k | 65.70 |
| 2012-12-31 | $12M | 198k | 59.57 |
| 2012-09-30 | $12M | 196k | 59.68 |
| 2012-06-30 | $10M | 181k | 56.69 |
| 2012-03-31 | $10M | 171k | 58.55 |
| 2011-12-31 | $8.1M | 147k | 54.65 |
| 2011-09-30 | $6.6M | 136k | 48.76 |
| 2011-06-30 | $7.2M | 128k | 55.99 |
| 2011-03-31 | $6.8M | 123k | 55.51 |
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