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Vanguard Value ETF shares owned by Crestwood Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value 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 Value ETF by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 15k 186.49
2025-06-30 $2.5M 14k 176.74
2025-03-31 $2.4M 14k 172.74
2024-12-31 $2.3M 14k 169.30
2024-09-30 $2.2M 13k 174.57
2024-06-30 $2.0M 13k 160.41
2024-03-31 $2.1M 13k 162.86
2023-12-31 $1.3M 8.6k 149.50
2019-09-30 $273k 2.4k 111.47
2019-06-30 $263k 2.4k 111.11
2019-03-31 $255k 2.4k 107.73
2018-12-31 $220k 2.3k 97.73
2018-09-30 $249k 2.3k 110.62
2018-06-30 $243k 2.3k 107.95
2018-03-31 $232k 2.3k 103.07
2017-12-31 $227k 2.1k 106.22