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 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 $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Coastal Bridge Advisors's VWO Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.9% in Q1 2026, buying an estimated $7.73K and bringing the position to 4,943 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #390.

Coastal Bridge Advisors first reported a position in VWO in Q2 2025 and has held it in 4 quarters since. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Coastal Bridge Advisors held 4,943 shares of Vanguard FTSE Emerging Markets ETF worth $267K as of Q1 2026.
Coastal Bridge Advisors bought 138 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $7.73K.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #390 holding.
Coastal Bridge Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2025 and has held it in 4 quarters since.
2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.