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Vanguard Large-Cap ETF shares owned by Crestwood Advisors

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $259k 1.1k 239.76
2023-12-31 $458k 2.1k 218.15

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Home Depot Stock (HD)
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Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
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View all positions for Crestwood Advisors

Top funds holding Vanguard Large-Cap ETF

Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
Vanguard Group
Bank of America Corporation
Morgan Stanley
Northwestern Mutual Wealth Management Company
UBS Group
Pnc Financial Services
FMR
Charles Schwab Investment Management
Johnson Financial
Envestnet Asset Management
Wells Fargo & Company
Axxcess Wealth Management
Capital Asset Advisory Services

View all funds holding Vanguard Large-Cap ETF