Coastal Bridge Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Sell	4,600 -188	-4%	-$43.1K	0.07%	212
2026 Q1	$985K	Sell	4,788 -223	-4%	-$47.7K	0.07%	217
2025 Q4	$1.05M	Buy	5,011 +32	+0.6%	+$6.72K	0.08%	206
2025 Q3	$1.04M	Sell	4,979 -90	-2%	-$18.2K	0.08%	204
2025 Q2	$977K	Buy	5,069 +718	+17%	+$128K	0.08%	214
2025 Q1	$750K	Buy	+4,351	New	+$823K	0.07%	228

Other funds holding VXF

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Coastal Bridge Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 3.9% in Q2 2026, selling an estimated $43.1K and leaving 4,600 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #212.

Coastal Bridge Advisors first reported a position in VXF in Q1 2025 and has held it in 6 quarters since. 1,073 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Coastal Bridge Advisors held 4,600 shares of Vanguard Extended Market ETF worth $1.13M as of Q2 2026.
Coastal Bridge Advisors sold 188 Vanguard Extended Market ETF shares in Q2 2026, an estimated $43.1K.
Vanguard Extended Market ETF made up 0.07% of Coastal Bridge Advisors's portfolio in Q2 2026, its #212 holding.
Coastal Bridge Advisors first reported a position in Vanguard Extended Market ETF in Q1 2025 and has held it in 6 quarters since.
1,073 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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