Vanguard Total Stock Market ETF shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.6M | 13k | 267.52 |
| 2024-03-31 | $3.5M | 13k | 259.91 |
| 2023-12-31 | $3.1M | 13k | 237.22 |
| 2023-09-30 | $2.6M | 12k | 212.41 |
| 2023-06-30 | $2.0M | 9.0k | 220.29 |
| 2023-03-31 | $1.9M | 9.2k | 204.10 |
| 2022-12-31 | $1.4M | 7.2k | 191.18 |
| 2022-09-30 | $1.3M | 7.1k | 179.48 |
| 2022-06-30 | $1.5M | 7.8k | 188.65 |
| 2022-03-31 | $1.8M | 7.8k | 227.69 |
| 2021-12-31 | $2.1M | 8.7k | 241.45 |
| 2021-09-30 | $1.9M | 8.5k | 222.08 |
| 2021-06-30 | $1.9M | 8.5k | 222.83 |
| 2021-03-31 | $537k | 2.6k | 206.70 |
| 2020-12-31 | $251k | 1.3k | 194.42 |
| 2020-09-30 | $244k | 1.4k | 170.51 |
| 2020-06-30 | $256k | 1.6k | 156.77 |
| 2019-03-31 | $584k | 4.0k | 144.70 |
| 2018-12-31 | $18M | 141k | 127.63 |
| 2018-09-30 | $680k | 4.5k | 149.75 |
| 2018-06-30 | $662k | 4.5k | 145.78 |
| 2018-03-31 | $616k | 4.5k | 135.65 |
| 2017-03-31 | $109k | 900 | 121.11 |
| 2015-12-31 | $253k | 2.4k | 104.29 |
| 2015-09-30 | $239k | 2.4k | 98.52 |
| 2012-09-30 | $589k | 8.0k | 73.62 |
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