Vanguard Group
CCB icon

Vanguard Group’s Coastal Financial CCB Stock Holding History

Vanguard Group’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
2025
Q4 		$89.9M Buy
784,230
+18,193
+2% +$1.98M ﹤0.01% 1911
2025
Q3 		$82.9M Buy
766,037
+3,801
+0.5% +$403K ﹤0.01% 1939
2025
Q2 		$73.8M Buy
762,236
+22,914
+3% +$1.97M ﹤0.01% 1952
2025
Q1 		$66.8M Buy
739,322
+53,937
+8% +$4.71M ﹤0.01% 1967
2024
Q4 		$58.2M Buy
685,385
+70,272
+11% +$4.9M ﹤0.01% 2105
2024
Q3 		$33.2M Buy
615,113
+40,103
+7% +$2.01M ﹤0.01% 2362
2024
Q2 		$26.5M Sell
575,010
-23,591
-4% -$992K ﹤0.01% 2432
2024
Q1 		$23.3M Buy
598,601
+5,592
+0.9% +$221K ﹤0.01% 2528
2023
Q4 		$26.3M Buy
593,009
+15,064
+3% +$622K ﹤0.01% 2474
2023
Q3 		$24.8M Buy
577,945
+9,244
+2% +$401K ﹤0.01% 2466
2023
Q2 		$21.4M Buy
568,701
+3,606
+0.6% +$129K ﹤0.01% 2562
2023
Q1 		$20.3M Buy
565,095
+15,221
+3% +$656K ﹤0.01% 2576
2022
Q4 		$26.1M Buy
549,874
+17,596
+3% +$816K ﹤0.01% 2499
2022
Q3 		$21.2M Buy
532,278
+1,269
+0.2% +$51.2K ﹤0.01% 2597
2022
Q2 		$20.2M Buy
531,009
+71,658
+16% +$2.88M ﹤0.01% 2635
2022
Q1 		$21M Buy
459,351
+14,256
+3% +$693K ﹤0.01% 2748
2021
Q4 		$22.5M Buy
445,095
+11,977
+3% +$496K ﹤0.01% 2774
2021
Q3 		$13.8M Buy
433,118
+4,655
+1% +$139K ﹤0.01% 3064
2021
Q2 		$12.2M Buy
428,463
+45,931
+12% +$1.35M ﹤0.01% 3106
2021
Q1 		$10M Buy
382,532
+14,924
+4% +$369K ﹤0.01% 3141
2020
Q4 		$7.72M Sell
367,608
-4,928
-1% -$87.9K ﹤0.01% 3135
2020
Q3 		$4.56M Sell
372,536
-2,328
-0.6% -$32.2K ﹤0.01% 3195
2020
Q2 		$5.44M Sell
374,864
-1,612
-0.4% -$21.2K ﹤0.01% 3059
2020
Q1 		$3.96M Buy
376,476
+24,262
+7% +$379K ﹤0.01% 3068
2019
Q4 		$5.8M Buy
352,214
+108,655
+45% +$1.76M ﹤0.01% 3124
2019
Q3 		$3.68M Buy
243,559
+30,075
+14% +$457K ﹤0.01% 3248
2019
Q2 		$3.3M Buy
213,484
+59,341
+38% +$965K ﹤0.01% 3314
2019
Q1 		$2.62M Buy
154,143
+15,872
+11% +$251K ﹤0.01% 3362
2018
Q4 		$2.11M Buy
138,271
+68,168
+97% +$1.05M ﹤0.01% 3357
2018
Q3 		$1.19M Buy
+70,103
New +$1.16M ﹤0.01% 3684

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group's CCB Position: Q4 2025 in Review

Vanguard Group increased its Coastal Financial (CCB) stake by 2.4% in Q4 2025, buying an estimated $1.98M and bringing the position to 784,230 shares worth $89.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Vanguard Group first reported a position in CCB in Q3 2018 and has held it in 30 quarters since. 207 funds tracked by Wall St. Rank hold CCB as of Q4 2025.

  • Vanguard Group held 784,230 shares of Coastal Financial worth $89.9M as of Q4 2025.
  • Vanguard Group bought 18,193 Coastal Financial shares in Q4 2025, an estimated $1.98M.
  • Coastal Financial made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #1911 holding.
  • Vanguard Group first reported a position in Coastal Financial in Q3 2018 and has held it in 30 quarters since.
  • 207 funds tracked by Wall St. Rank held Coastal Financial as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.