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Crestwood Advisors Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Crestwood Advisors Group’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.3M Buy
32,304
+387
+1% +$27K 0.03% 227
2026
Q1 		$2.05M Buy
31,917
+6,131
+24% +$405K 0.03% 228
2025
Q4 		$1.61M Buy
25,786
+739
+3% +$45.3K 0.03% 232
2025
Q3 		$1.5M Sell
25,047
-1,568
-6% -$91.4K 0.03% 242
2025
Q2 		$1.52M Sell
26,615
-15
-0.1% -$803 0.03% 237
2025
Q1 		$1.35M Sell
26,630
-1,718
-6% -$86.9K 0.03% 244
2024
Q4 		$1.36M Buy
28,348
+4,894
+21% +$246K 0.03% 217
2024
Q3 		$1.24M Buy
23,454
+340
+1% +$17.3K 0.02% 216
2024
Q2 		$1.14M Sell
23,114
-2,272
-9% -$113K 0.02% 209
2024
Q1 		$1.27M Buy
25,386
+5,691
+29% +$275K 0.03% 201
2023
Q4 		$943K Buy
19,695
+2,802
+17% +$125K 0.02% 217
2023
Q3 		$739K Buy
16,893
+4,960
+42% +$227K 0.02% 217
2023
Q2 		$551K Buy
11,933
+447
+4% +$20.6K 0.02% 177
2023
Q1 		$519K Buy
11,486
+2,145
+23% +$95.6K 0.02% 184
2022
Q4 		$392K Sell
9,341
-9,518
-50% -$386K 0.01% 205
2022
Q3 		$686K Sell
18,859
-776
-4% -$31.6K 0.02% 166
2022
Q2 		$801K Sell
19,635
-2,310
-11% -$103K 0.03% 161
2022
Q1 		$1.05M Hold
21,945
– – 0.03% 153
2021
Q4 		$1.12M Sell
21,945
-2,436
-10% -$125K 0.03% 157
2021
Q3 		$1.23M Hold
24,381
– – 0.03% 141
2021
Q2 		$1.26M Buy
24,381
+19,112
+363% +$987K 0.04% 143
2021
Q1 		$259K Sell
5,269
-4,596
-47% -$225K 0.01% 232
2020
Q4 		$466K Buy
9,865
+39
+0.4% +$1.72K 0.02% 195
2020
Q3 		$402K Sell
9,826
-141
-1% -$5.79K 0.02% 179
2020
Q2 		$387K Buy
9,967
+229
+2% +$8.36K 0.02% 178
2020
Q1 		$325K Sell
9,738
-6,133
-39% -$246K 0.02% 176
2019
Q4 		$699K Buy
15,871
+670
+4% +$28.6K 0.03% 156
2019
Q3 		$624K Sell
15,201
-1,234
-8% -$50.4K 0.03% 155
2019
Q2 		$686K Buy
16,435
+1,924
+13% +$79.3K 0.03% 145
2019
Q1 		$593K Sell
14,511
-300
-2% -$12K 0.04% 99
2018
Q4 		$549K Sell
14,811
-2,150
-13% -$85.1K 0.04% 100
2018
Q3 		$734K Buy
16,961
+2,448
+17% +$106K 0.05% 88
2018
Q2 		$615K Buy
14,513
+3,168
+28% +$141K 0.04% 94
2018
Q1 		$502K Sell
11,345
-2,096
-16% -$95.1K 0.04% 102
2017
Q4 		$603K Buy
13,441
+4,246
+46% +$188K 0.05% 97
2017
Q3 		$399K Hold
9,195
– – 0.03% 110
2017
Q2 		$390K Buy
9,195
+1,795
+24% +$73.2K 0.03% 108
2017
Q1 		$300K Hold
7,400
– – 0.03% 117
2016
Q4 		$270K Sell
7,400
-1,000
-12% -$36.5K 0.03% 131
2016
Q3 		$314K Sell
8,400
-3,500
-29% -$129K 0.04% 99
2016
Q2 		$421K Hold
11,900
– – 0.05% 88
2016
Q1 		$427K Sell
11,900
-4,600
-28% -$159K 0.05% 94
2015
Q4 		$606K Hold
16,500
– – 0.07% 87
2015
Q3 		$588K Buy
+16,500
New +$634K 0.08% 81

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Crestwood Advisors Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.2% in Q2 2026, buying an estimated $27K and bringing the position to 32,304 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #227.

Crestwood Advisors Group first reported a position in VEA in Q3 2015 and has held it in 44 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Crestwood Advisors Group held 32,304 shares of Vanguard FTSE Developed Markets ETF worth $2.3M as of Q2 2026.
  • Crestwood Advisors Group bought 387 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $27K.
  • Vanguard FTSE Developed Markets ETF made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #227 holding.
  • Crestwood Advisors Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2015 and has held it in 44 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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