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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$230K Buy
+750
New +$216K 0.01% 432
2026
Q1
Sell
-750
Closed -$209K 481
2025
Q4
$209K Hold
750
0.02% 433
2025
Q3
$220K Hold
750
0.02% 415
2025
Q2
$213K Buy
+750
New +$193K 0.02% 407

Other funds holding VOT

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

Coastal Bridge Advisors opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 750 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Coastal Bridge Advisors previously reported a position in VOT as recently as Q4 2025.

Coastal Bridge Advisors first reported a position in VOT in Q2 2025 and has held it in 4 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Coastal Bridge Advisors held 750 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $230K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Coastal Bridge Advisors position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q2 2026, its #432 holding.
  • Coastal Bridge Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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