Coastal Bridge Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.49M Buy
90,444
+6,200
+7% +$461K 0.46% 50
2025
Q4
$6.11M Buy
84,244
+7,772
+10% +$565K 0.46% 54
2025
Q3
$5.62M Sell
76,472
-1,680
-2% -$121K 0.43% 57
2025
Q2
$5.47M Buy
78,152
+3,776
+5% +$248K 0.45% 52
2025
Q1
$4.81M Buy
74,376
+71,324
+2,337% +$4.79M 1.19% 19
2024
Q4
$201K Buy
+3,052
New +$207K 0.05% 151

Other funds holding VO

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

Coastal Bridge Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 7.4% in Q1 2026, buying an estimated $461K and bringing the position to 90,444 shares worth $6.49M. The position accounts for 0.46% of the portfolio, ranked #50.

Coastal Bridge Advisors first reported a position in VO in Q4 2024 and has held it in 6 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Coastal Bridge Advisors held 90,444 shares of Vanguard Mid-Cap ETF worth $6.49M as of Q1 2026.
  • Coastal Bridge Advisors bought 6,200 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $461K.
  • Vanguard Mid-Cap ETF made up 0.46% of Coastal Bridge Advisors's portfolio in Q1 2026, its #50 holding.
  • Coastal Bridge Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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