Vanguard Small-Cap Value ETF shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $584k | 2.9k | 200.80 |
| 2024-06-30 | $530k | 2.9k | 182.54 |
| 2024-03-31 | $619k | 3.2k | 191.89 |
| 2023-12-31 | $527k | 2.9k | 179.99 |
| 2023-09-30 | $413k | 2.6k | 159.51 |
| 2023-06-30 | $429k | 2.6k | 165.42 |
| 2023-03-31 | $454k | 2.9k | 158.77 |
| 2022-12-31 | $459k | 2.9k | 158.81 |
| 2022-09-30 | $418k | 2.9k | 143.54 |
| 2022-06-30 | $212k | 1.4k | 150.14 |
| 2022-03-31 | $219k | 1.2k | 176.33 |
| 2021-12-31 | $211k | 1.2k | 179.12 |
| 2018-09-30 | $202k | 1.5k | 139.21 |
| 2018-06-30 | $201k | 1.5k | 138.53 |