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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Coastline Trust's VV Position: Q2 2026 in Review

Coastline Trust reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.3% in Q2 2026, selling an estimated $11.7K and leaving 2,728 shares worth $938K. The position accounts for 0.08% of the portfolio, ranked #134.

Coastline Trust first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Coastline Trust held 2,728 shares of Vanguard Morningstar Large-Cap ETF worth $938K as of Q2 2026.
  • Coastline Trust sold 35 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $11.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.08% of Coastline Trust's portfolio in Q2 2026, its #134 holding.
  • Coastline Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.