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
Download as csvQuarterly 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 |