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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8M	Buy	99,235 +8,791	+10%	+$682K	0.49%	45
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	0.44%	56
2024 Q4	$201K	Buy	+3,052	New	+$207K	0.05%	151

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Coastal Bridge Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.7% in Q2 2026, buying an estimated $682K and bringing the position to 99,235 shares worth $8M. The position accounts for 0.49% of the portfolio, ranked #45.

Coastal Bridge Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Coastal Bridge Advisors held 99,235 shares of Vanguard Morningstar Mid-Cap ETF worth $8M as of Q2 2026.
Coastal Bridge Advisors bought 8,791 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $682K.
Vanguard Morningstar Mid-Cap ETF made up 0.49% of Coastal Bridge Advisors's portfolio in Q2 2026, its #45 holding.
Coastal Bridge Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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