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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Coastline Trust's VO Position: Q2 2026 in Review

Coastline Trust increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 30% in Q2 2026, buying an estimated $434K and bringing the position to 24,199 shares worth $1.95M. The position accounts for 0.17% of the portfolio, ranked #92.

Coastline Trust first reported a position in VO in Q4 2016 and has held it in 20 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Coastline Trust held 24,199 shares of Vanguard Morningstar Mid-Cap ETF worth $1.95M as of Q2 2026.
Coastline Trust bought 5,595 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $434K.
Vanguard Morningstar Mid-Cap ETF made up 0.17% of Coastline Trust's portfolio in Q2 2026, its #92 holding.
Coastline Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 20 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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