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 Q2	$398K	Sell	2,519 -36	-1%	-$5.63K	0.02%	356
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	0.02%	392

Other funds holding VYM

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Coastal Bridge Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2026, selling an estimated $5.63K and leaving 2,519 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #356.

Coastal Bridge Advisors first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $455K in Q4 2025. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Coastal Bridge Advisors held 2,519 shares of Vanguard High Dividend Yield ETF worth $398K as of Q2 2026.
Coastal Bridge Advisors sold 36 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5.63K.
Vanguard High Dividend Yield ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #356 holding.
Coastal Bridge Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's Vanguard High Dividend Yield ETF position peaked at $455K in Q4 2025.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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