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Coastal Bridge Advisors, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coastal Bridge Advisors, LLC on VUG, newest first. How the timeline and the estimate are built.

Coastal Bridge Advisors, LLC held 208,190 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,190 shares
    Change vs previous 13F +176,769 shares

    1.11% of the 13F portfolio, value $17,933,553.

    13F-HR 0002085853-26-001020 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,421 shares
    Change vs previous 13F +2,785 shares

    0.97% of the 13F portfolio, value $13,724,665.

    13F-HR 0002085853-26-000594 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,636 shares
    Change vs previous 13F +2,166 shares

    1.04% of the 13F portfolio, value $13,970,168.

    13F-HR 0002085853-26-000277 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,470 shares
    Change vs previous 13F +1,938 shares

    0.96% of the 13F portfolio, value $12,695,470.

    13F-HR 0001725547-25-004216 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,532 shares
    Change vs previous 13F +4,522 shares

    0.89% of the 13F portfolio, value $10,754,712.

    13F-HR 0001725547-25-003671 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 20,010 shares
    Change vs previous 13F +1,397 shares

    0.67% of the 13F portfolio, value $7,420,009.

    13F-HR/A 0001725547-25-003737 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,613 shares
    Change vs previous 13F +1,646 shares

    1.92% of the 13F portfolio, value $7,639,415.

    13F-HR 0001085146-25-001596 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,967 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $6,514,233.

    13F-HR 0001085146-24-005732 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).