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

Crestwood Advisors Group’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.69M Buy
12,063
+850
+8% +$245K 0.05% 176
2026
Q1 		$2.89M Buy
11,213
+1
+0% +$274 0.05% 194
2025
Q4 		$3.13M Buy
11,212
+20
+0.2% +$5.72K 0.05% 177
2025
Q3 		$3.29M Sell
11,192
-263
-2% -$75.9K 0.06% 168
2025
Q2 		$3.26M Sell
11,455
-244
-2% -$62.9K 0.06% 166
2025
Q1 		$2.86M Buy
11,699
+1,709
+17% +$444K 0.05% 171
2024
Q4 		$2.53M Buy
9,990
+10
+0.1% +$2.57K 0.05% 169
2024
Q3 		$2.43M Buy
9,980
+314
+3% +$73.1K 0.05% 172
2024
Q2 		$2.22M Buy
9,666
+448
+5% +$103K 0.05% 168
2024
Q1 		$2.17M Buy
9,218
+3,122
+51% +$699K 0.05% 163
2023
Q4 		$1.34M Buy
6,096
+240
+4% +$48K 0.03% 189
2023
Q3 		$1.14M Buy
5,856
+1,359
+30% +$277K 0.03% 184
2023
Q2 		$925K Buy
4,497
+137
+3% +$26.6K 0.03% 145
2023
Q1 		$850K Buy
4,360
+575
+15% +$110K 0.03% 150
2022
Q4 		$680K Sell
3,785
-105
-3% -$19K 0.02% 164
2022
Q3 		$663K Sell
3,890
-25
-0.6% -$4.73K 0.02% 169
2022
Q2 		$687K Sell
3,915
-10
-0.3% -$1.94K 0.02% 167
2022
Q1 		$875K Sell
3,925
-60
-2% -$13.2K 0.02% 165
2021
Q4 		$1.01M Buy
3,985
+425
+12% +$107K 0.03% 163
2021
Q3 		$841K Buy
3,560
+20
+0.6% +$4.84K 0.02% 162
2021
Q2 		$837K Sell
3,540
-25
-0.7% -$5.61K 0.02% 165
2021
Q1 		$765K Sell
3,565
-25
-0.7% -$5.42K 0.02% 164
2020
Q4 		$761K Sell
3,590
-36
-1% -$7.09K 0.03% 160
2020
Q3 		$653K Buy
3,626
+282
+8% +$49.7K 0.02% 150
2020
Q2 		$552K Sell
3,344
-1,125
-25% -$170K 0.02% 158
2020
Q1 		$566K Sell
4,469
-175
-4% -$26.6K 0.03% 143
2019
Q4 		$737K Hold
4,644
– – 0.03% 152
2019
Q3 		$688K Buy
4,644
+694
+18% +$104K 0.03% 149
2019
Q2 		$590K Buy
+3,950
New +$576K 0.03% 152
2017
Q2 		– Sell
-290
Closed -$34K – 423
2017
Q1 		$34K Buy
+290
New +$32.2K ﹤0.01% 312

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Crestwood Advisors Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.6% in Q2 2026, buying an estimated $245K and bringing the position to 12,063 shares worth $3.69M. The position accounts for 0.05% of the portfolio, ranked #176.

Crestwood Advisors Group first reported a position in VOT in Q1 2017 and has held it in 30 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Crestwood Advisors Group held 12,063 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.69M as of Q2 2026.
  • Crestwood Advisors Group bought 850 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $245K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Crestwood Advisors Group's portfolio in Q2 2026, its #176 holding.
  • Crestwood Advisors Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2017 and has held it in 30 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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