Coastal Bridge Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
Other funds holding VBK
EWA
MG
Coastal Bridge Advisors's VBK Position: Q2 2026 in Review
Coastal Bridge Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 239% in Q2 2026, buying an estimated $2.89M and bringing the position to 12,042 shares worth $4.4M. The position accounts for 0.27% of the portfolio, ranked #79.
Coastal Bridge Advisors first reported a position in VBK in Q1 2026 and has held it in 2 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.
- Coastal Bridge Advisors held 12,042 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.4M as of Q2 2026.
- Coastal Bridge Advisors bought 8,489 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.89M.
- Vanguard Morningstar Small-Cap Growth ETF made up 0.27% of Coastal Bridge Advisors's portfolio in Q2 2026, its #79 holding.
- Coastal Bridge Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
- 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.