Coastal Bridge Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.39M	Sell	20,654 -882	-4%	-$97.5K	0.15%	150
2026 Q1	$2.1M	Sell	21,536 -39,873	-65%	-$3.98M	0.15%	154
2025 Q4	$5.55M	Buy	61,409 +3,386	+6%	+$306K	0.41%	63
2025 Q3	$5.1M	Sell	58,023 -468	-0.8%	-$39.9K	0.39%	64
2025 Q2	$4.81M	Sell	58,491 -55,838	-49%	-$4.26M	0.4%	63
2025 Q1	$8.28M	Buy	+114,329	New	+$8.38M	0.75%	30

Other funds holding VPL

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its Vanguard FTSE Pacific ETF (VPL) stake by 4.1% in Q2 2026, selling an estimated $97.5K and leaving 20,654 shares worth $2.39M. The position accounts for 0.15% of the portfolio, ranked #150.

Coastal Bridge Advisors first reported a position in VPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.28M in Q1 2025. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

Coastal Bridge Advisors held 20,654 shares of Vanguard FTSE Pacific ETF worth $2.39M as of Q2 2026.
Coastal Bridge Advisors sold 882 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $97.5K.
Vanguard FTSE Pacific ETF made up 0.15% of Coastal Bridge Advisors's portfolio in Q2 2026, its #150 holding.
Coastal Bridge Advisors first reported a position in Vanguard FTSE Pacific ETF in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's Vanguard FTSE Pacific ETF position peaked at $8.28M in Q1 2025.
455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

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