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Crestwood Advisors Group’s Vanguard Extended Market ETF VXF Stock Holding History

Crestwood Advisors Group’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,665
Closed -$201K – 179
2018
Q2 		$201K Buy
+1,665
New +$193K 0.01% 164
2017
Q2 		– Sell
-2,025
Closed -$205K – 429
2017
Q1 		$205K Buy
+2,025
New +$200K 0.02% 138

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Crestwood Advisors Group's VXF Position: Q3 2018 in Review

Crestwood Advisors Group sold out of Vanguard Extended Market ETF (VXF) in Q3 2018, closing a stake of 1,665 shares — an estimated $201K sold.

Crestwood Advisors Group first reported a position in VXF in Q1 2017 and held it in 2 quarters. The position peaked at $205K in Q1 2017. 333 funds tracked by Wall St. Rank hold VXF as of Q3 2018.

  • Crestwood Advisors Group reported no remaining Vanguard Extended Market ETF position as of Q3 2018 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,665 Vanguard Extended Market ETF shares in Q3 2018, an estimated $201K.
  • Crestwood Advisors Group first reported a position in Vanguard Extended Market ETF in Q1 2017 and held it in 2 quarters.
  • Crestwood Advisors Group's Vanguard Extended Market ETF position peaked at $205K in Q1 2017.
  • 333 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2018.

Based on Crestwood Advisors Group's 13F filing for Q3 2018, filed 15 Nov 2018.