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Vanguard Total World Stock Idx shares owned by Crestwood Advisors

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total World Stock Idx by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $270k 2.6k 102.88
2023-09-30 $260k 2.8k 93.19
2023-06-30 $249k 2.6k 96.99
2023-03-31 $228k 2.5k 92.09
2017-03-31 $36k 544 66.18

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Home Depot Stock (HD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Fiserv Stock (FI)
Costco Whsl Corp Stock (COST)
Blackstone Stock (BX)
Adobe Stock (ADBE)
Accenture Plc Ireland Shs Class A Stock (ACN)
Danaher Corporation Stock (DHR)
Tjx Cos Stock (TJX)

View all positions for Crestwood Advisors

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation
UBS Group
Alliancebernstein
Royal Bank of Canada
Edgehill Endowment Partners
Rockefeller Capital Management
Partners Capital Investment Group
Wells Fargo & Company
Wind River Trust
Citigroup
Goldman Sachs Group
Allianz Asset Management
Evoke Wealth
Sageworth Trust Company
CI Private Wealth

View all funds holding Vanguard Total World Stock Idx