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 Q2	$1.07M	Sell	4,540 -33	-0.7%	-$7.58K	0.07%	221
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	0.07%	227

Other funds holding VIG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.72% in Q2 2026, selling an estimated $7.58K and leaving 4,540 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #221.

Coastal Bridge Advisors first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Coastal Bridge Advisors held 4,540 shares of Vanguard Dividend Appreciation ETF worth $1.07M as of Q2 2026.
Coastal Bridge Advisors sold 33 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $7.58K.
Vanguard Dividend Appreciation ETF made up 0.07% of Coastal Bridge Advisors's portfolio in Q2 2026, its #221 holding.
Coastal Bridge Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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