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Crestwood Advisors Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Crestwood Advisors Group’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,704
Closed -$252K – 275
2021
Q1 		$252K Buy
+2,704
New +$257K 0.01% 237

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crestwood Advisors Group's VCIT Position: Q2 2021 in Review

Crestwood Advisors Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2021, closing a stake of 2,704 shares — an estimated $252K sold.

Crestwood Advisors Group first reported a position in VCIT in Q1 2021 and held it in 1 quarter. The position peaked at $252K in Q1 2021. 836 funds tracked by Wall St. Rank hold VCIT as of Q2 2021.

  • Crestwood Advisors Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Crestwood Advisors Group sold 2,704 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2021, an estimated $252K.
  • Crestwood Advisors Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Crestwood Advisors Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $252K in Q1 2021.
  • 836 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2021.

Based on Crestwood Advisors Group's 13F filing for Q2 2021, filed 13 Aug 2021.