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Coastline Trust’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Coastline Trust’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$118K Sell
334
-2,394
-88% -$838K 0.01% 212
2026
Q2 		$938K Sell
2,728
-35
-1% -$11.7K 0.08% 134
2026
Q1 		$826K Hold
2,763
– – 0.08% 136
2025
Q4 		$870K Sell
2,763
-13
-0.5% -$4.06K 0.08% 136
2025
Q3 		$855K Hold
2,776
– – 0.09% 127
2025
Q2 		$792K Hold
2,776
– – 0.09% 134
2025
Q1 		$714K Buy
2,776
+27
+1% +$7.31K 0.09% 139
2024
Q4 		$741K Sell
2,749
-1
-0% -$271 0.09% 141
2024
Q3 		$724K Hold
2,750
– – 0.09% 143
2024
Q2 		$686K Hold
2,750
– – 0.08% 154
2024
Q1 		$659K Hold
2,750
– – 0.08% 157
2023
Q4 		$600K Buy
2,750
+375
+16% +$76.7K 0.08% 173
2023
Q3 		$465K Hold
2,375
– – 0.07% 196
2023
Q2 		$481K Hold
2,375
– – 0.07% 204
2023
Q1 		$444K Buy
2,375
+1,175
+98% +$214K 0.07% 223
2022
Q4 		$209K Buy
+1,200
New +$211K 0.03% 272

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Coastline Trust's VV Position: Q3 2026 in Review

Coastline Trust reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 88% in Q3 2026, selling an estimated $838K and leaving 334 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #212.

Coastline Trust first reported a position in VV in Q4 2022 and has held it in 16 quarters since. The position peaked at $938K in Q2 2026. 163 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Coastline Trust held 334 shares of Vanguard Morningstar Large-Cap ETF worth $118K as of Q3 2026.
  • Coastline Trust sold 2,394 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $838K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #212 holding.
  • Coastline Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Coastline Trust's Vanguard Morningstar Large-Cap ETF position peaked at $938K in Q2 2026.
  • 163 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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