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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$98.1K	Buy	+600	New	+$93.1K	0.01%	216
2025 Q4	–	Sell	-1,200	Closed	-$165K	–	301
2025 Q3	$165K	Hold	1,200	–	–	0.02%	170
2025 Q2	$157K	Hold	1,200	–	–	0.02%	161
2025 Q1	$155K	Buy	+1,200	New	+$155K	0.02%	156
2024 Q3	$154K	Buy	+1,200	New	+$148K	0.02%	165

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Alpine Bank Wealth Management opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 600 shares worth $98.1K. The stake represents 0.01% of the portfolio and ranks #216 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in MGV as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in MGV in Q3 2024 and has held it in 5 quarters since. The position peaked at $165K in Q3 2025. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Alpine Bank Wealth Management held 600 shares of Vanguard Morningstar Mega Cap Value ETF worth $98.1K as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Alpine Bank Wealth Management position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #216 holding.
Alpine Bank Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 5 quarters since.
Alpine Bank Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $165K in Q3 2025.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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