Alpine Bank Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Alpine Bank Wealth Management’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$422K	Hold	1,541	–	–	0.05%	127
2026 Q1	$364K	Hold	1,541	–	–	0.05%	126
2025 Q4	$387K	Hold	1,541	–	–	0.05%	120
2025 Q3	$376K	Sell	1,541 -655	-30%	-$153K	0.05%	118
2025 Q2	$494K	Buy	+2,196	New	+$454K	0.07%	101

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Alpine Bank Wealth Management's MGC Position: Q2 2026 in Review

Alpine Bank Wealth Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 1,541 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #127.

Alpine Bank Wealth Management first reported a position in MGC in Q2 2025 and has held it in 5 quarters since. The position peaked at $494K in Q2 2025. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Alpine Bank Wealth Management held 1,541 shares of Vanguard Morningstar Mega Cap ETF worth $422K as of Q2 2026.
Alpine Bank Wealth Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.05% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #127 holding.
Alpine Bank Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2025 and has held it in 5 quarters since.
Alpine Bank Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $494K in Q2 2025.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.