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 Q3	$224K	Sell	962 -60	-6%	-$14.4K	0.02%	179
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Coastline Trust's VIG Position: Q3 2026 in Review

Coastline Trust reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.9% in Q3 2026, selling an estimated $14.4K and leaving 962 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #179.

Coastline Trust first reported a position in VIG in Q3 2024 and has held it in 9 quarters since. The position peaked at $242K in Q2 2026. 360 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Coastline Trust held 962 shares of Vanguard Dividend Appreciation ETF worth $224K as of Q3 2026.
Coastline Trust sold 60 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $14.4K.
Vanguard Dividend Appreciation ETF made up 0.02% of Coastline Trust's portfolio in Q3 2026, its #179 holding.
Coastline Trust first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 9 quarters since.
Coastline Trust's Vanguard Dividend Appreciation ETF position peaked at $242K in Q2 2026.
360 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.