Coastal Bridge Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$378K	Sell	2,555 -617	-19%	-$92.8K	0.03%	349
2025 Q4	$455K	Buy	3,172 +1,320	+71%	+$188K	0.03%	311
2025 Q3	$261K	Buy	1,852 +260	+16%	+$35.7K	0.02%	385
2025 Q2	$212K	Hold	1,592	–	–	0.02%	409
2025 Q1	$205K	Buy	+1,592	New	+$208K	0.05%	236

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Coastal Bridge Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 19% in Q1 2026, selling an estimated $92.8K and leaving 2,555 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #349.

Coastal Bridge Advisors first reported a position in VYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $455K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Coastal Bridge Advisors held 2,555 shares of Vanguard High Dividend Yield ETF worth $378K as of Q1 2026.
Coastal Bridge Advisors sold 617 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $92.8K.
Vanguard High Dividend Yield ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #349 holding.
Coastal Bridge Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's Vanguard High Dividend Yield ETF position peaked at $455K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

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