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Coastline Complete Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Coastline Complete Wealth’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.57M Sell
49,098
-16,320
-25% -$1.27M 2.22% 16
2025
Q4 		$5.32M Buy
+65,418
New +$5.31M 3.35% 8

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Coastline Complete Wealth's VUG Position: Q1 2026 in Review

Coastline Complete Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 25% in Q1 2026, selling an estimated $1.27M and leaving 49,098 shares worth $3.57M. The position accounts for 2.22% of the portfolio, ranked #16.

Coastline Complete Wealth first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.32M in Q4 2025. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Coastline Complete Wealth held 49,098 shares of Vanguard Morningstar Growth ETF worth $3.57M as of Q1 2026.
  • Coastline Complete Wealth sold 16,320 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.27M.
  • Vanguard Morningstar Growth ETF made up 2.22% of Coastline Complete Wealth's portfolio in Q1 2026, its #16 holding.
  • Coastline Complete Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Coastline Complete Wealth's Vanguard Morningstar Growth ETF position peaked at $5.32M in Q4 2025.
  • 2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.