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Crestwood Advisors Group’s Vanguard Total World Stock ETF VT Stock Holding History

Crestwood Advisors Group’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$332K Buy
2,115
+9
+0.4% +$1.37K ﹤0.01% 640
2026
Q1 		$291K Sell
2,106
-6,024
-74% -$866K ﹤0.01% 584
2025
Q4 		$1.15M Sell
8,130
-131
-2% -$18.3K 0.02% 263
2025
Q3 		$1.14M Sell
8,261
-255
-3% -$33.9K 0.02% 274
2025
Q2 		$1.09M Sell
8,516
-23,458
-73% -$2.81M 0.02% 271
2025
Q1 		$3.71M Sell
31,974
-11,971
-27% -$1.43M 0.07% 147
2024
Q4 		$5.16M Sell
43,945
-2,455
-5% -$295K 0.1% 125
2024
Q3 		$5.55M Buy
46,400
+1,727
+4% +$199K 0.11% 122
2024
Q2 		$5.03M Buy
44,673
+41,965
+1,550% +$4.63M 0.1% 121
2024
Q1 		$299K Buy
2,708
+81
+3% +$8.56K 0.01% 356
2023
Q4 		$270K Sell
2,627
-166
-6% -$16K 0.01% 344
2023
Q3 		$260K Buy
2,793
+224
+9% +$21.7K 0.01% 312
2023
Q2 		$249K Buy
2,569
+90
+4% +$8.44K 0.01% 227
2023
Q1 		$228K Buy
+2,479
New +$225K 0.01% 242
2017
Q2 		– Sell
-544
Closed -$36K – 425
2017
Q1 		$36K Buy
+544
New +$34.8K ﹤0.01% 303

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Crestwood Advisors Group increased its Vanguard Total World Stock ETF (VT) stake by 0.43% in Q2 2026, buying an estimated $1.37K and bringing the position to 2,115 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Crestwood Advisors Group first reported a position in VT in Q1 2017 and has held it in 15 quarters since. The position peaked at $5.55M in Q3 2024. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Crestwood Advisors Group held 2,115 shares of Vanguard Total World Stock ETF worth $332K as of Q2 2026.
  • Crestwood Advisors Group bought 9 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.37K.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #640 holding.
  • Crestwood Advisors Group first reported a position in Vanguard Total World Stock ETF in Q1 2017 and has held it in 15 quarters since.
  • Crestwood Advisors Group's Vanguard Total World Stock ETF position peaked at $5.55M in Q3 2024.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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