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Coastal Bridge Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Coastal Bridge Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231K Sell
1,745
-58
-3% -$7.39K 0.01% 430
2026
Q1 		$202K Sell
1,803
-70
-4% -$8.31K 0.01% 427
2025
Q4 		$227K Buy
1,873
+87
+5% +$10.4K 0.02% 415
2025
Q3 		$212K Buy
+1,786
New +$203K 0.02% 425

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Coastal Bridge Advisors's ESGV Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.2% in Q2 2026, selling an estimated $7.39K and leaving 1,745 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #430.

Coastal Bridge Advisors first reported a position in ESGV in Q3 2025 and has held it in 4 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Coastal Bridge Advisors held 1,745 shares of Vanguard ESG US Stock ETF worth $231K as of Q2 2026.
  • Coastal Bridge Advisors sold 58 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $7.39K.
  • Vanguard ESG US Stock ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q2 2026, its #430 holding.
  • Coastal Bridge Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.