Coastline Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Coastline Trust’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.1M	Hold	45,540	–	–	0.38%	48
2026 Q2	$3.92M	Hold	45,540	–	–	0.35%	53
2026 Q1	$3.32M	Hold	45,540	–	–	0.33%	52
2025 Q4	$3.7M	Hold	45,540	–	–	0.35%	50
2025 Q3	$3.64M	Hold	45,540	–	–	0.39%	49
2025 Q2	$3.33M	Sell	45,540 -2,160	-5%	-$142K	0.38%	52
2025 Q1	$2.95M	Hold	47,700	–	–	0.37%	56
2024 Q4	$3.26M	Hold	47,700	–	–	0.38%	58
2024 Q3	$3.05M	Hold	47,700	–	–	0.36%	62
2024 Q2	$2.97M	Hold	47,700	–	–	0.35%	63
2024 Q1	$2.74M	Buy	+47,700	New	+$2.62M	0.33%	70

Other funds holding VUG

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

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

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Coastline Trust's VUG Position: Q3 2026 in Review

Coastline Trust held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 45,540 shares worth $4.1M. The position accounts for 0.38% of the portfolio, ranked #48.

Coastline Trust first reported a position in VUG in Q1 2024 and has held it in 11 quarters since. 291 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Coastline Trust held 45,540 shares of Vanguard Morningstar Growth ETF worth $4.1M as of Q3 2026.
Coastline Trust left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.38% of Coastline Trust's portfolio in Q3 2026, its #48 holding.
Coastline Trust first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 11 quarters since.
291 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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