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Coastline Trust’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Coastline Trust’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.81M Sell
23,131
-1,068
-4% -$86.9K 0.17% 86
2026
Q2 		$1.95M Buy
24,199
+5,595
+30% +$434K 0.17% 92
2026
Q1 		$1.34M Buy
18,604
+1,764
+10% +$131K 0.13% 109
2025
Q4 		$1.22M Sell
16,840
-1,236
-7% -$89.9K 0.11% 117
2025
Q3 		$1.33M Sell
18,076
-640
-3% -$46K 0.14% 111
2025
Q2 		$1.31M Buy
18,716
+2,520
+16% +$165K 0.15% 106
2025
Q1 		$1.05M Hold
16,196
– – 0.13% 120
2024
Q4 		$1.07M Buy
16,196
+1,572
+11% +$107K 0.13% 125
2024
Q3 		$965K Buy
14,624
+4,640
+46% +$291K 0.11% 128
2024
Q2 		$604K Buy
9,984
+4,640
+87% +$282K 0.07% 159
2024
Q1 		$334K Buy
+5,344
New +$316K 0.04% 209
2019
Q2 		– Sell
-6,900
Closed -$277K – 329
2019
Q1 		$277K Hold
6,900
– – 0.04% 283
2018
Q4 		$238K Hold
6,900
– – 0.04% 280
2018
Q3 		$283K Hold
6,900
– – 0.04% 302
2018
Q2 		$272K Hold
6,900
– – 0.04% 300
2018
Q1 		$266K Hold
6,900
– – 0.04% 296
2017
Q4 		$267K Hold
6,900
– – 0.04% 290
2017
Q3 		$254K Hold
6,900
– – 0.04% 274
2017
Q2 		$246K Hold
6,900
– – 0.04% 265
2017
Q1 		$240K Hold
6,900
– – 0.04% 263
2016
Q4 		$227K Buy
+6,900
New +$223K 0.04% 259

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Coastline Trust's VO Position: Q3 2026 in Review

Coastline Trust reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.4% in Q3 2026, selling an estimated $86.9K and leaving 23,131 shares worth $1.81M. The position accounts for 0.17% of the portfolio, ranked #86.

Coastline Trust first reported a position in VO in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.95M in Q2 2026. 332 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Coastline Trust held 23,131 shares of Vanguard Morningstar Mid-Cap ETF worth $1.81M as of Q3 2026.
  • Coastline Trust sold 1,068 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $86.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Coastline Trust's portfolio in Q3 2026, its #86 holding.
  • Coastline Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 21 quarters since.
  • Coastline Trust's Vanguard Morningstar Mid-Cap ETF position peaked at $1.95M in Q2 2026.
  • 332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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