Coastal Bridge Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.5M	Sell	3,636 -56	-2%	-$37.3K	0.15%	147
2026 Q1	$2.21M	Buy	3,692 +16	+0.4%	+$10K	0.16%	150
2025 Q4	$2.31M	Buy	3,676 +1,154	+46%	+$717K	0.17%	138
2025 Q3	$1.54M	Buy	2,522 +43	+2%	+$25.3K	0.12%	171
2025 Q2	$1.41M	Buy	2,479 +154	+7%	+$80.9K	0.12%	177
2025 Q1	$1.19M	Buy	2,325 +1,560	+204%	+$843K	0.11%	179
2024 Q4	$412K	Sell	765 -252	-25%	-$136K	0.1%	104
2024 Q3	$537K	Buy	1,017 +275	+37%	+$140K	0.13%	92
2024 Q2	$371K	Buy	742 +72	+11%	+$34.6K	0.09%	107
2024 Q1	$322K	Hold	670	–	–	0.07%	119
2023 Q4	$293K	Buy	+670	New	+$274K	0.07%	119

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, selling an estimated $37.3K and leaving 3,636 shares worth $2.5M. The position accounts for 0.15% of the portfolio, ranked #147.

Coastal Bridge Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Coastal Bridge Advisors held 3,636 shares of Vanguard S&P 500 ETF worth $2.5M as of Q2 2026.
Coastal Bridge Advisors sold 56 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $37.3K.
Vanguard S&P 500 ETF made up 0.15% of Coastal Bridge Advisors's portfolio in Q2 2026, its #147 holding.
Coastal Bridge Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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