Coastal Bridge Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.9M	Buy	208,190 +19,664	+10%	+$1.65M	1.11%	20
2026 Q1	$13.7M	Buy	188,526 +16,710	+10%	+$1.3M	0.97%	23
2025 Q4	$14M	Buy	171,816 +12,996	+8%	+$1.05M	1.04%	17
2025 Q3	$12.7M	Buy	158,820 +11,628	+8%	+$889K	0.96%	22
2025 Q2	$10.8M	Buy	147,192 +27,132	+23%	+$1.79M	0.89%	23
2025 Q1	$7.42M	Buy	120,060 +8,382	+8%	+$565K	0.67%	34
2024 Q4	$7.64M	Buy	111,678 +9,876	+10%	+$663K	1.92%	13
2024 Q3	$6.51M	Buy	101,802 +35,658	+54%	+$2.21M	1.61%	15
2024 Q2	$4.12M	Buy	66,144 +1,764	+3%	+$103K	1.02%	23
2024 Q1	$3.69M	Buy	64,380 +20,022	+45%	+$1.1M	0.85%	25
2023 Q4	$2.3M	Buy	44,358 +7,830	+21%	+$378K	0.59%	34
2023 Q3	$1.66M	Buy	+36,528	New	+$1.73M	0.44%	37

Other funds holding VUG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Coastal Bridge Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q2 2026, buying an estimated $1.65M and bringing the position to 208,190 shares worth $17.9M. The position accounts for 1.11% of the portfolio, ranked #20.

Coastal Bridge Advisors first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Coastal Bridge Advisors held 208,190 shares of Vanguard Morningstar Growth ETF worth $17.9M as of Q2 2026.
Coastal Bridge Advisors bought 19,664 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.65M.
Vanguard Morningstar Growth ETF made up 1.11% of Coastal Bridge Advisors's portfolio in Q2 2026, its #20 holding.
Coastal Bridge Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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