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Coastal Bridge Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Coastal Bridge Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Sell
839
-26
-3% -$8.81K 0.02% 393
2026
Q1 		$270K Hold
865
– – 0.02% 389
2025
Q4 		$258K Buy
865
+184
+27% +$54.6K 0.02% 396
2025
Q3 		$202K Buy
+681
New +$197K 0.02% 436

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its Vanguard Industrials ETF (VIS) stake by 3% in Q2 2026, selling an estimated $8.81K and leaving 839 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #393.

Coastal Bridge Advisors first reported a position in VIS in Q3 2025 and has held it in 4 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Coastal Bridge Advisors held 839 shares of Vanguard Industrials ETF worth $302K as of Q2 2026.
  • Coastal Bridge Advisors sold 26 Vanguard Industrials ETF shares in Q2 2026, an estimated $8.81K.
  • Vanguard Industrials ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #393 holding.
  • Coastal Bridge Advisors first reported a position in Vanguard Industrials ETF in Q3 2025 and has held it in 4 quarters since.
  • 626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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