Coastal Bridge Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
Other funds holding VBR
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Coastal Bridge Advisors's VBR Position: Q2 2026 in Review
Coastal Bridge Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7.7% in Q2 2026, buying an estimated $106K and bringing the position to 6,386 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #189.
Coastal Bridge Advisors first reported a position in VBR in Q1 2025 and has held it in 6 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Coastal Bridge Advisors held 6,386 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.55M as of Q2 2026.
- Coastal Bridge Advisors bought 457 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $106K.
- Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Coastal Bridge Advisors's portfolio in Q2 2026, its #189 holding.
- Coastal Bridge Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
- 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.