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Crestwood Advisors Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Crestwood Advisors Group’s Portfolio VCSH Stock Details VCSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,199
Closed -$429K – 276
2021
Q1 		$429K Sell
5,199
-176
-3% -$14.6K 0.01% 197
2020
Q4 		$447K Buy
+5,375
New +$446K 0.01% 198

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2021, closing a stake of 5,199 shares — an estimated $429K sold.

Crestwood Advisors Group first reported a position in VCSH in Q4 2020 and held it in 2 quarters. The position peaked at $447K in Q4 2020. 1,111 funds tracked by Wall St. Rank hold VCSH as of Q2 2021.

  • Crestwood Advisors Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Crestwood Advisors Group sold 5,199 Vanguard Short-Term Corporate Bond ETF shares in Q2 2021, an estimated $429K.
  • Crestwood Advisors Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Crestwood Advisors Group's Vanguard Short-Term Corporate Bond ETF position peaked at $447K in Q4 2020.
  • 1,111 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2021.

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