Crestwood Advisors Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Crestwood Advisors Group’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$404K	Buy	3,099 +10	+0.3%	+$1.24K	0.01%	567
2026 Q1	$353K	Buy	3,089 +25	+0.8%	+$2.94K	0.01%	523
2025 Q4	$343K	Sell	3,064 -40	-1%	-$4.43K	0.01%	486
2025 Q3	$343K	Buy	3,104 +14	+0.5%	+$1.52K	0.01%	438
2025 Q2	$324K	Buy	3,090 +25	+0.8%	+$2.48K	0.01%	426
2025 Q1	$303K	Sell	3,065 -150	-5%	-$15.8K	0.01%	422
2024 Q4	$339K	Buy	3,215 +212	+7%	+$23K	0.01%	365
2024 Q3	$317K	Hold	3,003	–	–	0.01%	356
2024 Q2	$298K	Buy	3,003 +99	+3%	+$9.86K	0.01%	350
2024 Q1	$299K	Sell	2,904 -10	-0.3%	-$959	0.01%	357
2023 Q4	$274K	Hold	2,914	–	–	0.01%	341
2023 Q3	$246K	Buy	+2,914	New	+$259K	0.01%	318

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crestwood Advisors Group's IVOO Position: Q2 2026 in Review

Crestwood Advisors Group increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.32% in Q2 2026, buying an estimated $1.24K and bringing the position to 3,099 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #567.

Crestwood Advisors Group first reported a position in IVOO in Q3 2023 and has held it in 12 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Crestwood Advisors Group held 3,099 shares of Vanguard S&P Mid-Cap 400 ETF worth $404K as of Q2 2026.
Crestwood Advisors Group bought 10 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $1.24K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #567 holding.
Crestwood Advisors Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and has held it in 12 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.