Crestwood Advisors Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1426853
BOSTON, MA
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$12,684,261
+$4,182,745 QoQ
Shares Held
48,428
+46.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,684,261 | 48,428 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $8,501,516 | 32,958 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $8,327,669 | 32,750 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $8,013,952 | 33,817 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $7,404,897 | 33,393 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $7,973,450 | 33,184 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $7,680,147 | 32,377 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $7,131,215 | 32,706 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $7,479,006 | 32,718 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $6,564,376 | 30,771 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $5,219,655 | 27,607 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $5,519,197 | 27,750 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,237,542 | 27,630 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,984,395 | 27,157 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,755,570 | 27,825 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,891,455 | 27,775 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $6,001,989 | 28,242 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $6,534,401 | 28,912 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,228,158 | 28,482 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $6,461,480 | 28,682 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,163,363 | 28,790 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $5,305,224 | 27,251 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,271,795 | 27,775 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $4,049,995 | 27,793 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,159,592 | 27,370 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||