Crestwood Advisors Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1426853
BOSTON, MA
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$10,609,554
-$402,083 QoQ
Shares Held
49,333
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,609,554 | 49,333 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,011,637 | 50,103 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,968,605 | 50,830 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,446,561 | 51,041 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,980,397 | 51,448 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,168,864 | 51,927 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,307,438 | 52,042 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $9,539,150 | 52,255 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $10,186,898 | 55,785 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,508,242 | 49,931 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,786,817 | 37,243 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,012,184 | 37,014 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,767,520 | 37,449 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,653,679 | 37,232 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,246,235 | 38,815 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,368,503 | 37,419 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $6,118,945 | 37,734 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $8,481,358 | 49,382 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,190,784 | 46,815 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $7,265,533 | 46,938 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,040,278 | 47,867 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $6,611,838 | 46,836 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,709,747 | 52,151 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $6,016,841 | 51,347 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,390,754 | 52,140 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||