Coastal Bridge Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$293K	Sell	4,914 -29	-0.6%	-$1.7K	0.02%	398
2026 Q1	$267K	Buy	4,943 +138	+3%	+$7.73K	0.02%	390
2025 Q4	$258K	Buy	4,805 +14	+0.3%	+$760	0.02%	395
2025 Q3	$260K	Buy	4,791 +198	+4%	+$10.2K	0.02%	386
2025 Q2	$227K	Buy	+4,593	New	+$213K	0.02%	396

Other funds holding VWO

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

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

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

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.59% in Q2 2026, selling an estimated $1.7K and leaving 4,914 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #398.

Coastal Bridge Advisors first reported a position in VWO in Q2 2025 and has held it in 5 quarters since. 2,617 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Coastal Bridge Advisors held 4,914 shares of Vanguard FTSE Emerging Markets ETF worth $293K as of Q2 2026.
Coastal Bridge Advisors sold 29 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.7K.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #398 holding.
Coastal Bridge Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
2,617 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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