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Crestwood Advisors Group’s Vanguard Information Technology ETF VGT Stock Holding History

Crestwood Advisors Group’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.47M Sell
29,013
-3
-0% -$328 0.05% 183
2026
Q1 		$2.53M Sell
29,016
-2,168
-7% -$200K 0.04% 206
2025
Q4 		$2.94M Buy
31,184
+88
+0.3% +$8.36K 0.05% 180
2025
Q3 		$2.9M Buy
31,096
+1,424
+5% +$124K 0.05% 176
2025
Q2 		$2.46M Sell
29,672
-240
-0.8% -$17.5K 0.04% 186
2025
Q1 		$2.03M Sell
29,912
-1,528
-5% -$115K 0.04% 198
2024
Q4 		$2.44M Buy
31,440
+2,752
+10% +$211K 0.05% 171
2024
Q3 		$2.1M Sell
28,688
-40
-0.1% -$2.84K 0.04% 182
2024
Q2 		$2.07M Buy
28,728
+184
+0.6% +$12.2K 0.04% 172
2024
Q1 		$1.87M Buy
28,544
+2,280
+9% +$145K 0.04% 173
2023
Q4 		$1.59M Buy
26,264
+7,536
+40% +$420K 0.04% 178
2023
Q3 		$971K Buy
18,728
+1,496
+9% +$81.3K 0.03% 198
2023
Q2 		$952K Sell
17,232
-1,656
-9% -$83.2K 0.03% 143
2023
Q1 		$910K Buy
18,888
+1,032
+6% +$45.6K 0.03% 146
2022
Q4 		$713K Sell
17,856
-1,080
-6% -$44.1K 0.02% 161
2022
Q3 		$728K Hold
18,936
– – 0.03% 161
2022
Q2 		$773K Sell
18,936
-16
-0.1% -$721 0.03% 164
2022
Q1 		$987K Sell
18,952
-184
-1% -$9.44K 0.03% 155
2021
Q4 		$1.1M Buy
19,136
+2,736
+17% +$150K 0.03% 161
2021
Q3 		$823K Hold
16,400
– – 0.02% 163
2021
Q2 		$818K Hold
16,400
– – 0.02% 167
2021
Q1 		$735K Sell
16,400
-120
-0.7% -$5.4K 0.02% 167
2020
Q4 		$731K Sell
16,520
-112
-0.7% -$4.61K 0.02% 166
2020
Q3 		$648K Hold
16,632
– – 0.02% 152
2020
Q2 		$579K Buy
16,632
+2,296
+16% +$71.6K 0.02% 153
2020
Q1 		$380K Sell
14,336
-3,200
-18% -$97K 0.02% 165
2019
Q4 		$537K Sell
17,536
-216
-1% -$6.18K 0.02% 174
2019
Q3 		$478K Buy
+17,752
New +$478K 0.02% 171
2017
Q2 		– Sell
-968
Closed -$17K – 417
2017
Q1 		$17K Buy
+968
New +$15.8K ﹤0.01% 394

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Crestwood Advisors Group reduced its Vanguard Information Technology ETF (VGT) stake by 0.01% in Q2 2026, selling an estimated $328 and leaving 29,013 shares worth $3.47M. The position accounts for 0.05% of the portfolio, ranked #183.

Crestwood Advisors Group first reported a position in VGT in Q1 2017 and has held it in 29 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Crestwood Advisors Group held 29,013 shares of Vanguard Information Technology ETF worth $3.47M as of Q2 2026.
  • Crestwood Advisors Group sold 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
  • Vanguard Information Technology ETF made up 0.05% of Crestwood Advisors Group's portfolio in Q2 2026, its #183 holding.
  • Crestwood Advisors Group first reported a position in Vanguard Information Technology ETF in Q1 2017 and has held it in 29 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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