Vanguard Financials ETF shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $558k | 4.3k | 131.24 |
| 2025-06-30 | $541k | 4.3k | 127.30 |
| 2025-03-31 | $520k | 4.4k | 119.47 |
| 2024-12-31 | $520k | 4.4k | 118.07 |
| 2024-09-30 | $489k | 4.5k | 109.91 |
| 2024-06-30 | $490k | 4.9k | 99.88 |
| 2024-03-31 | $569k | 5.6k | 102.39 |
| 2023-12-31 | $513k | 5.6k | 92.26 |
| 2023-09-30 | $384k | 4.8k | 80.32 |
| 2023-06-30 | $284k | 3.5k | 81.24 |
| 2023-03-31 | $273k | 3.5k | 77.89 |
| 2022-12-31 | $329k | 4.0k | 82.73 |
| 2022-09-30 | $296k | 4.0k | 74.35 |
| 2022-06-30 | $307k | 4.0k | 77.12 |
| 2022-03-31 | $372k | 4.0k | 93.44 |
| 2021-12-31 | $384k | 4.0k | 96.46 |
| 2021-09-30 | $369k | 4.0k | 92.69 |
| 2021-06-30 | $360k | 4.0k | 90.43 |
| 2021-03-31 | $336k | 4.0k | 84.40 |
| 2020-12-31 | $309k | 4.2k | 72.96 |
| 2020-09-30 | $277k | 4.7k | 58.50 |
| 2020-06-30 | $228k | 4.0k | 57.27 |
| 2020-03-31 | $213k | 4.2k | 50.64 |
| 2019-12-31 | $363k | 4.8k | 76.31 |
| 2019-09-30 | $359k | 5.1k | 70.09 |
| 2019-06-30 | $246k | 3.6k | 68.89 |
| 2017-03-31 | $30k | 500 | 60.00 |