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 Q2	$744K	Sell	2,456 -18	-0.7%	-$5.16K	0.05%	264
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	0.05%	274

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.73% in Q2 2026, selling an estimated $5.16K and leaving 2,456 shares worth $744K. The position accounts for 0.05% of the portfolio, ranked #264.

Coastal Bridge Advisors first reported a position in VB in Q1 2025 and has held it in 6 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Coastal Bridge Advisors held 2,456 shares of Vanguard Morningstar Small-Cap ETF worth $744K as of Q2 2026.
Coastal Bridge Advisors sold 18 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.16K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Coastal Bridge Advisors's portfolio in Q2 2026, its #264 holding.
Coastal Bridge Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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