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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
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 0.19% 125

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 4.5% in Q1 2026, selling an estimated $47.7K and leaving 4,788 shares worth $985K. The position accounts for 0.07% of the portfolio, ranked #217.

Coastal Bridge Advisors first reported a position in VXF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q4 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Coastal Bridge Advisors held 4,788 shares of Vanguard Extended Market ETF worth $985K as of Q1 2026.
  • Coastal Bridge Advisors sold 223 Vanguard Extended Market ETF shares in Q1 2026, an estimated $47.7K.
  • Vanguard Extended Market ETF made up 0.07% of Coastal Bridge Advisors's portfolio in Q1 2026, its #217 holding.
  • Coastal Bridge Advisors first reported a position in Vanguard Extended Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Vanguard Extended Market ETF position peaked at $1.05M in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

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