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Crestwood Advisors Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Crestwood Advisors Group’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,334
Closed -$283K – 278
2022
Q2 		$283K Buy
+3,334
New +$305K 0.01% 224

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crestwood Advisors Group's VIOO Position: Q3 2022 in Review

Crestwood Advisors Group sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2022, closing a stake of 3,334 shares — an estimated $283K sold.

Crestwood Advisors Group first reported a position in VIOO in Q2 2022 and held it in 1 quarter. The position peaked at $283K in Q2 2022. 203 funds tracked by Wall St. Rank hold VIOO as of Q3 2022.

  • Crestwood Advisors Group reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2022 after selling out during the quarter.
  • Crestwood Advisors Group sold 3,334 Vanguard S&P Small-Cap 600 ETF shares in Q3 2022, an estimated $283K.
  • Crestwood Advisors Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2022 and held it in 1 quarter.
  • Crestwood Advisors Group's Vanguard S&P Small-Cap 600 ETF position peaked at $283K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2022.

Based on Crestwood Advisors Group's 13F filing for Q3 2022, filed 26 Oct 2022.