Coastal Bridge Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Coastal Bridge Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$648K	Sell	2,474 -78	-3%	-$21.1K	0.05%	275
2025 Q4	$658K	Buy	2,552 +355	+16%	+$90.9K	0.05%	271
2025 Q3	$559K	Sell	2,197 -28	-1%	-$6.94K	0.04%	281
2025 Q2	$527K	Sell	2,225 -140	-6%	-$31.2K	0.04%	285
2025 Q1	$524K	Buy	+2,365	New	+$565K	0.13%	157

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Coastal Bridge Advisors's VB Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.1% in Q1 2026, selling an estimated $21.1K and leaving 2,474 shares worth $648K. The position accounts for 0.05% of the portfolio, ranked #275.

Coastal Bridge Advisors first reported a position in VB in Q1 2025 and has held it in 5 quarters since. The position peaked at $658K in Q4 2025. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Coastal Bridge Advisors held 2,474 shares of Vanguard Morningstar Small-Cap ETF worth $648K as of Q1 2026.
Coastal Bridge Advisors sold 78 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $21.1K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Coastal Bridge Advisors's portfolio in Q1 2026, its #275 holding.
Coastal Bridge Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $658K in Q4 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.