Crestwood Advisors Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.6M	Sell	255,199 -1,541	-0.6%	-$119K	0.3%	74
2026 Q1	$18.4M	Buy	256,740 +131,424	+105%	+$9.76M	0.31%	72
2025 Q4	$9.09M	Buy	125,316 +608	+0.5%	+$44.2K	0.15%	106
2025 Q3	$9.16M	Buy	124,708 +512	+0.4%	+$36.8K	0.16%	106
2025 Q2	$8.69M	Sell	124,196 -840	-0.7%	-$55.1K	0.16%	112
2025 Q1	$8.08M	Buy	125,036 +7,520	+6%	+$505K	0.15%	109
2024 Q4	$7.76M	Buy	117,516 +1,872	+2%	+$127K	0.15%	110
2024 Q3	$7.63M	Sell	115,644 -2,760	-2%	-$173K	0.15%	111
2024 Q2	$7.17M	Buy	118,404 +2,392	+2%	+$145K	0.15%	104
2024 Q1	$7.25M	Buy	116,012 +7,400	+7%	+$437K	0.16%	106
2023 Q4	$6.32M	Sell	108,612 -24	-0%	-$1.28K	0.15%	108
2023 Q3	$5.66M	Sell	108,636 -420	-0.4%	-$23K	0.15%	105
2023 Q2	$6M	Buy	109,056 +1,288	+1%	+$67.5K	0.19%	76
2023 Q1	$5.68M	Sell	107,768 -1,016	-0.9%	-$54.1K	0.19%	83
2022 Q4	$5.54M	Buy	108,784 +1,452	+1%	+$74K	0.19%	83
2022 Q3	$5.04M	Sell	107,332 -824	-0.8%	-$43.1K	0.18%	86
2022 Q2	$5.33M	Buy	108,156 +1,224	+1%	+$66.1K	0.18%	86
2022 Q1	$6.36M	Sell	106,932 -936	-0.9%	-$54.9K	0.18%	85
2021 Q4	$6.87M	Sell	107,868 -1,904	-2%	-$119K	0.18%	89
2021 Q3	$6.5M	Hold	109,772	–	–	0.18%	88
2021 Q2	$6.51M	Sell	109,772 -476	-0.4%	-$27.6K	0.19%	87
2021 Q1	$6.1M	Buy	110,248 +5,956	+6%	+$323K	0.19%	91
2020 Q4	$5.39M	Sell	104,292 -2,884	-3%	-$140K	0.18%	95
2020 Q3	$4.72M	Sell	107,176 -276	-0.3%	-$12K	0.18%	91
2020 Q2	$4.4M	Sell	107,452 -408	-0.4%	-$15.6K	0.18%	92
2020 Q1	$3.55M	Sell	107,860 -6,516	-6%	-$270K	0.18%	93
2019 Q4	$5.09M	Sell	114,376 -440	-0.4%	-$18.9K	0.2%	94
2019 Q3	$4.81M	Buy	114,816 +2,212	+2%	+$92.4K	0.21%	93
2019 Q2	$4.71M	Buy	+112,604	New	+$4.61M	0.21%	91
2018 Q1	–	Sell	-5,380	Closed	-$208K	–	197
2017 Q4	$208K	Buy	+5,380	New	+$203K	0.02%	170

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Crestwood Advisors Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.6% in Q2 2026, selling an estimated $119K and leaving 255,199 shares worth $20.6M. The position accounts for 0.3% of the portfolio, ranked #74.

Crestwood Advisors Group first reported a position in VO in Q4 2017 and has held it in 30 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Crestwood Advisors Group held 255,199 shares of Vanguard Morningstar Mid-Cap ETF worth $20.6M as of Q2 2026.
Crestwood Advisors Group sold 1,541 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $119K.
Vanguard Morningstar Mid-Cap ETF made up 0.3% of Crestwood Advisors Group's portfolio in Q2 2026, its #74 holding.
Crestwood Advisors Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 30 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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