Coastal Bridge Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$984K	Buy	4,573 +271	+6%	+$60.4K	0.07%	218
2025 Q4	$945K	Buy	4,302 +539	+14%	+$118K	0.07%	217
2025 Q3	$812K	Buy	3,763 +1	+0%	+$210	0.06%	234
2025 Q2	$770K	Sell	3,762 -120	-3%	-$23.3K	0.06%	234
2025 Q1	$753K	Buy	+3,882	New	+$772K	0.19%	124

Other funds holding VIG

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

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

Coastal Bridge Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.3% in Q1 2026, buying an estimated $60.4K and bringing the position to 4,573 shares worth $984K. The position accounts for 0.07% of the portfolio, ranked #218.

Coastal Bridge Advisors first reported a position in VIG in Q1 2025 and has held it in 5 quarters since. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Coastal Bridge Advisors held 4,573 shares of Vanguard Dividend Appreciation ETF worth $984K as of Q1 2026.
Coastal Bridge Advisors bought 271 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $60.4K.
Vanguard Dividend Appreciation ETF made up 0.07% of Coastal Bridge Advisors's portfolio in Q1 2026, its #218 holding.
Coastal Bridge Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 5 quarters since.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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