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

Coastline Trust’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$285K Hold
1,460
– – 0.03% 173
2026
Q2 		$288K Hold
1,460
– – 0.03% 185
2026
Q1 		$269K Hold
1,460
– – 0.03% 186
2025
Q4 		$259K Hold
1,460
– – 0.02% 194
2025
Q3 		$255K Hold
1,460
– – 0.03% 184
2025
Q2 		$240K Hold
1,460
– – 0.03% 184
2025
Q1 		$234K Hold
1,460
– – 0.03% 188
2024
Q4 		$236K Hold
1,460
– – 0.03% 189
2024
Q3 		$245K Buy
+1,460
New +$232K 0.03% 196

Other funds holding VOE

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

Coastline Trust's VOE Position: Q3 2026 in Review

Coastline Trust held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 1,460 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #173.

Coastline Trust first reported a position in VOE in Q3 2024 and has held it in 9 quarters since. The position peaked at $288K in Q2 2026. 164 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Coastline Trust held 1,460 shares of Vanguard Morningstar Mid-Cap Value ETF worth $285K as of Q3 2026.
  • Coastline Trust left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Coastline Trust's portfolio in Q3 2026, its #173 holding.
  • Coastline Trust first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
  • Coastline Trust's Vanguard Morningstar Mid-Cap Value ETF position peaked at $288K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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