Coastal Bridge Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.37M	Sell	11,438 -418	-4%	-$45.8K	0.08%	198
2026 Q1	$1.03M	Sell	11,856 -160	-1%	-$14.7K	0.07%	215
2025 Q4	$1.13M	Buy	12,016 +368	+3%	+$35K	0.08%	201
2025 Q3	$1.09M	Sell	11,648 -400	-3%	-$35K	0.08%	202
2025 Q2	$999K	Buy	12,048 +440	+4%	+$32K	0.08%	212
2025 Q1	$787K	Buy	11,608 +8,728	+303%	+$658K	0.07%	221
2024 Q4	$224K	Buy	+2,880	New	+$221K	0.06%	145

Other funds holding VGT

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 3.5% in Q2 2026, selling an estimated $45.8K and leaving 11,438 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #198.

Coastal Bridge Advisors first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Coastal Bridge Advisors held 11,438 shares of Vanguard Information Technology ETF worth $1.37M as of Q2 2026.
Coastal Bridge Advisors sold 418 Vanguard Information Technology ETF shares in Q2 2026, an estimated $45.8K.
Vanguard Information Technology ETF made up 0.08% of Coastal Bridge Advisors's portfolio in Q2 2026, its #198 holding.
Coastal Bridge Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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