Vanguard Capital Management
CCB icon

Vanguard Capital Management’s Coastal Financial CCB Stock Holding History

Vanguard Capital Management’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.5M Buy
573,584
+11,362
+2% +$854K ﹤0.01% 2007
2026
Q1 		$42.8M Buy
+562,222
New +$50.8M ﹤0.01% 1940

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management's CCB Position: Q2 2026 in Review

Vanguard Capital Management increased its Coastal Financial (CCB) stake by 2% in Q2 2026, buying an estimated $854K and bringing the position to 573,584 shares worth $44.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Vanguard Capital Management first reported a position in CCB in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Vanguard Capital Management held 573,584 shares of Coastal Financial worth $44.5M as of Q2 2026.
  • Vanguard Capital Management bought 11,362 Coastal Financial shares in Q2 2026, an estimated $854K.
  • Coastal Financial made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2007 holding.
  • Vanguard Capital Management first reported a position in Coastal Financial in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.