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 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	0.19%	118
2024 Q4	$224K	Buy	+2,880	New	+$221K	0.06%	145

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 1.3% in Q1 2026, selling an estimated $14.7K and leaving 11,856 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #215.

Coastal Bridge Advisors first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Coastal Bridge Advisors held 11,856 shares of Vanguard Information Technology ETF worth $1.03M as of Q1 2026.
Coastal Bridge Advisors sold 160 Vanguard Information Technology ETF shares in Q1 2026, an estimated $14.7K.
Vanguard Information Technology ETF made up 0.07% of Coastal Bridge Advisors's portfolio in Q1 2026, its #215 holding.
Coastal Bridge Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
Coastal Bridge Advisors's Vanguard Information Technology ETF position peaked at $1.13M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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