CT
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Coastline Trust’s Vanguard 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
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

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return