Crestwood Advisors Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$771K	Buy	13,066 +1,335	+11%	+$78.9K	0.01%	366
2026 Q1	$699K	Buy	11,731 +300	+3%	+$18K	0.01%	348
2025 Q4	$685K	Buy	11,431 +1,018	+10%	+$61.2K	0.01%	338
2025 Q3	$625K	Buy	10,413 +580	+6%	+$34.6K	0.01%	335
2025 Q2	$588K	Buy	9,833 +76	+0.8%	+$4.5K	0.01%	326
2025 Q1	$580K	Sell	9,757 -264	-3%	-$15.4K	0.01%	323
2024 Q4	$581K	Sell	10,021 -611	-6%	-$35.9K	0.01%	290
2024 Q3	$642K	Buy	10,632 +426	+4%	+$25.4K	0.01%	266
2024 Q2	$594K	Buy	10,206 +1,445	+16%	+$83.5K	0.01%	261
2024 Q1	$513K	Buy	8,761 +46	+0.5%	+$2.7K	0.01%	274
2023 Q4	$517K	Buy	8,715 +2,824	+48%	+$163K	0.01%	256
2023 Q3	$337K	Buy	+5,891	New	+$342K	0.01%	284

Other funds holding VGIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Crestwood Advisors Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q2 2026, buying an estimated $78.9K and bringing the position to 13,066 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #366.

Crestwood Advisors Group first reported a position in VGIT in Q3 2023 and has held it in 12 quarters since. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Crestwood Advisors Group held 13,066 shares of Vanguard Intermediate-Term Treasury ETF worth $771K as of Q2 2026.
Crestwood Advisors Group bought 1,335 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $78.9K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #366 holding.
Crestwood Advisors Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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