Crestwood Advisors Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,162	Closed	-$358K	–	713
2025 Q3	$358K	Hold	1,162	–	–	0.01%	427
2025 Q2	$332K	Hold	1,162	–	–	0.01%	418
2025 Q1	$299K	Hold	1,162	–	–	0.01%	425
2024 Q4	$313K	Buy	1,162 +12	+1%	+$3.25K	0.01%	380
2024 Q3	$303K	Buy	1,150 +202	+21%	+$51.2K	0.01%	367
2024 Q2	$237K	Sell	948 -132	-12%	-$31.7K	﹤0.01%	388
2024 Q1	$259K	Sell	1,080 -1,020	-49%	-$233K	0.01%	375
2023 Q4	$458K	Buy	+2,100	New	+$429K	0.01%	268

Other funds holding VV

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Crestwood Advisors Group's VV Position: Q4 2025 in Review

Crestwood Advisors Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 1,162 shares — an estimated $358K sold.

Crestwood Advisors Group first reported a position in VV in Q4 2023 and held it in 8 quarters. The position peaked at $458K in Q4 2023. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Crestwood Advisors Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
Crestwood Advisors Group sold 1,162 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $358K.
Crestwood Advisors Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and held it in 8 quarters.
Crestwood Advisors Group's Vanguard Morningstar Large-Cap ETF position peaked at $458K in Q4 2023.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Crestwood Advisors Group's 13F filing for Q4 2025, filed 3 Feb 2026.