Coastline Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Coastline Trust’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242K	Buy	1,022 +533	+109%	+$122K	0.02%	194
2026 Q1	$105K	Hold	489	–	–	0.01%	238
2025 Q4	$107K	Hold	489	–	–	0.01%	233
2025 Q3	$106K	Sell	489 -445	-48%	-$93.4K	0.01%	222
2025 Q2	$191K	Hold	934	–	–	0.02%	193
2025 Q1	$181K	Hold	934	–	–	0.02%	200
2024 Q4	$183K	Hold	934	–	–	0.02%	204
2024 Q3	$185K	Buy	+934	New	+$178K	0.02%	216

Other funds holding VIG

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Coastline Trust's VIG Position: Q2 2026 in Review

Coastline Trust increased its Vanguard Dividend Appreciation ETF (VIG) stake by 109% in Q2 2026, buying an estimated $122K and bringing the position to 1,022 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #194.

Coastline Trust first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Coastline Trust held 1,022 shares of Vanguard Dividend Appreciation ETF worth $242K as of Q2 2026.
Coastline Trust bought 533 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $122K.
Vanguard Dividend Appreciation ETF made up 0.02% of Coastline Trust's portfolio in Q2 2026, its #194 holding.
Coastline Trust first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.