Coastal Bridge Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.09M	Sell	11,059 -22	-0.2%	-$7.87K	0.25%	90
2026 Q1	$3.55M	Buy	11,081 +6,138	+124%	+$2.06M	0.25%	93
2025 Q4	$1.66M	Buy	4,943 +917	+23%	+$305K	0.12%	171
2025 Q3	$1.32M	Buy	4,026 +21	+0.5%	+$6.63K	0.1%	184
2025 Q2	$1.22M	Sell	4,005 -1,452	-27%	-$408K	0.1%	188
2025 Q1	$1.5M	Buy	+5,457	New	+$1.59M	0.14%	152
2024 Q3	–	Sell	-5,171	Closed	-$1.38M	–	179
2024 Q2	$1.38M	Sell	5,171 -27	-0.5%	-$6.99K	0.34%	52
2024 Q1	$1.35M	Buy	5,198 +29	+0.6%	+$7.17K	0.31%	54
2023 Q4	$1.23M	Sell	5,169 -261	-5%	-$57.7K	0.31%	55
2023 Q3	$1.15M	Buy	5,430 +70	+1%	+$15.5K	0.31%	54
2023 Q2	$1.18M	Sell	5,360 -74	-1%	-$15.4K	0.29%	55
2023 Q1	$1.11M	Sell	5,434 -2	-0%	-$400	0.28%	56
2022 Q4	$1.04M	Sell	5,436 -1,812	-25%	-$349K	0.29%	56
2022 Q3	$1.3M	Buy	7,248 +1,742	+32%	+$347K	0.35%	49
2022 Q2	$1.04M	Sell	5,506 -16	-0.3%	-$3.29K	0.32%	51
2022 Q1	$1.26M	Buy	+5,522	New	+$1.24M	0.29%	51
2020 Q2	–	Sell	-2,117	Closed	-$273K	–	163
2020 Q1	$273K	Sell	2,117 -205	-9%	-$31.7K	0.1%	97
2019 Q4	$380K	Sell	2,322 -188	-7%	-$29.5K	0.1%	84
2019 Q3	$379K	Sell	2,510 -864	-26%	-$130K	0.13%	89
2019 Q2	$506K	Hold	3,374	–	–	0.15%	76
2019 Q1	$488K	Hold	3,374	–	–	0.17%	76
2018 Q4	$431K	Hold	3,374	–	–	0.17%	76
2018 Q3	$505K	Hold	3,374	–	–	0.19%	67
2018 Q2	$474K	Hold	3,374	–	–	0.19%	69
2018 Q1	$458K	Sell	3,374 -98	-3%	-$13.7K	0.17%	72
2017 Q4	$480K	Buy	+3,472	New	+$465K	0.15%	70

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.2% in Q2 2026, selling an estimated $7.87K and leaving 11,059 shares worth $4.09M. The position accounts for 0.25% of the portfolio, ranked #90.

Coastal Bridge Advisors first reported a position in VTI in Q4 2017 and has held it in 26 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Coastal Bridge Advisors held 11,059 shares of Vanguard Morningstar Total Stock Market ETF worth $4.09M as of Q2 2026.
Coastal Bridge Advisors sold 22 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.87K.
Vanguard Morningstar Total Stock Market ETF made up 0.25% of Coastal Bridge Advisors's portfolio in Q2 2026, its #90 holding.
Coastal Bridge Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 26 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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