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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07M	Buy	+3,553	New	+$1.12M	0.08%	213

Other funds holding VBK

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Coastal Bridge Advisors opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026: 3,553 shares worth $1.07M. The stake represents 0.08% of the portfolio and ranks #213 among its holdings.

1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Coastal Bridge Advisors held 3,553 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.07M as of Q1 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Coastal Bridge Advisors position in Q1 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Coastal Bridge Advisors's portfolio in Q1 2026, its #213 holding.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

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