Coastline Trust’s Vanguard Total World Stock ETF VT Stock Holding History

Coastline Trust’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.74K	Hold	30	–	–	﹤0.01%	335
2026 Q2	$4.71K	Hold	30	–	–	﹤0.01%	384
2026 Q1	$4.15K	Hold	30	–	–	﹤0.01%	381
2025 Q4	$4.23K	Hold	30	–	–	﹤0.01%	378
2025 Q3	$4.13K	Hold	30	–	–	﹤0.01%	371
2025 Q2	$3.86K	Hold	30	–	–	﹤0.01%	371
2025 Q1	$3.48K	Hold	30	–	–	﹤0.01%	373
2024 Q4	$3.52K	Sell	30 -95	-76%	-$11.4K	﹤0.01%	390
2024 Q3	$15K	Buy	+125	New	+$14.4K	﹤0.01%	354

Other funds holding VT

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

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

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

PPF

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

Coastline Trust's VT Position: Q3 2026 in Review

Coastline Trust held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 30 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Coastline Trust first reported a position in VT in Q3 2024 and has held it in 9 quarters since. The position peaked at $15K in Q3 2024. 151 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Coastline Trust held 30 shares of Vanguard Total World Stock ETF worth $4.74K as of Q3 2026.
Coastline Trust left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #335 holding.
Coastline Trust first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 9 quarters since.
Coastline Trust's Vanguard Total World Stock ETF position peaked at $15K in Q3 2024.
151 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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