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Crestwood Advisors Group’s Vanguard Financials ETF VFH Stock Holding History

Crestwood Advisors Group’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$551K Buy
4,190
+38
+0.9% +$4.85K 0.01% 460
2026
Q1 		$502K Hold
4,152
– – 0.01% 421
2025
Q4 		$554K Sell
4,152
-100
-2% -$13K 0.01% 370
2025
Q3 		$558K Hold
4,252
– – 0.01% 350
2025
Q2 		$541K Sell
4,252
-98
-2% -$11.7K 0.01% 341
2025
Q1 		$520K Sell
4,350
-50
-1% -$6.09K 0.01% 338
2024
Q4 		$520K Sell
4,400
-50
-1% -$5.91K 0.01% 302
2024
Q3 		$489K Sell
4,450
-455
-9% -$48.2K 0.01% 293
2024
Q2 		$490K Sell
4,905
-654
-12% -$65.3K 0.01% 282
2024
Q1 		$569K Hold
5,559
– – 0.01% 259
2023
Q4 		$513K Buy
5,559
+774
+16% +$65K 0.01% 257
2023
Q3 		$384K Buy
4,785
+1,285
+37% +$107K 0.01% 268
2023
Q2 		$284K Hold
3,500
– – 0.01% 215
2023
Q1 		$273K Sell
3,500
-481
-12% -$40.7K 0.01% 227
2022
Q4 		$329K Hold
3,981
– – 0.01% 225
2022
Q3 		$296K Hold
3,981
– – 0.01% 220
2022
Q2 		$307K Hold
3,981
– – 0.01% 216
2022
Q1 		$372K Hold
3,981
– – 0.01% 225
2021
Q4 		$384K Hold
3,981
– – 0.01% 227
2021
Q3 		$369K Hold
3,981
– – 0.01% 216
2021
Q2 		$360K Hold
3,981
– – 0.01% 214
2021
Q1 		$336K Sell
3,981
-254
-6% -$20.3K 0.01% 211
2020
Q4 		$309K Sell
4,235
-500
-11% -$33K 0.01% 212
2020
Q3 		$277K Buy
4,735
+754
+19% +$44.8K 0.01% 202
2020
Q2 		$228K Sell
3,981
-225
-5% -$12.5K 0.01% 213
2020
Q1 		$213K Sell
4,206
-551
-12% -$37.5K 0.01% 204
2019
Q4 		$363K Sell
4,757
-365
-7% -$26.6K 0.01% 193
2019
Q3 		$359K Buy
5,122
+1,551
+43% +$107K 0.02% 187
2019
Q2 		$246K Buy
+3,571
New +$242K 0.01% 211
2017
Q2 		– Sell
-500
Closed -$30K – 416
2017
Q1 		$30K Buy
+500
New +$30.5K ﹤0.01% 330

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 VFH Position: Q2 2026 in Review

Crestwood Advisors Group increased its Vanguard Financials ETF (VFH) stake by 0.92% in Q2 2026, buying an estimated $4.85K and bringing the position to 4,190 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #460.

Crestwood Advisors Group first reported a position in VFH in Q1 2017 and has held it in 30 quarters since. The position peaked at $569K in Q1 2024. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Crestwood Advisors Group held 4,190 shares of Vanguard Financials ETF worth $551K as of Q2 2026.
  • Crestwood Advisors Group bought 38 Vanguard Financials ETF shares in Q2 2026, an estimated $4.85K.
  • Vanguard Financials ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #460 holding.
  • Crestwood Advisors Group first reported a position in Vanguard Financials ETF in Q1 2017 and has held it in 30 quarters since.
  • Crestwood Advisors Group's Vanguard Financials ETF position peaked at $569K in Q1 2024.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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