Alpine Bank Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.27M	Sell	14,077 -892	-6%	-$256K	0.55%	36
2026 Q1	$3.92M	Sell	14,969 -370	-2%	-$100K	0.57%	30
2025 Q4	$3.96M	Sell	15,339 -207	-1%	-$53K	0.56%	30
2025 Q3	$3.95M	Sell	15,546 -490	-3%	-$122K	0.56%	31
2025 Q2	$3.8M	Sell	16,036 -4,630	-22%	-$1.03M	0.57%	27
2025 Q1	$4.58M	Buy	+20,666	New	+$4.94M	0.74%	22
2024 Q3	$5.02M	Buy	+21,164	New	+$4.81M	0.8%	19

Other funds holding VB

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Alpine Bank Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 6% in Q2 2026, selling an estimated $256K and leaving 14,077 shares worth $4.27M. The position accounts for 0.55% of the portfolio, ranked #36.

Alpine Bank Wealth Management first reported a position in VB in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.02M in Q3 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Alpine Bank Wealth Management held 14,077 shares of Vanguard Morningstar Small-Cap ETF worth $4.27M as of Q2 2026.
Alpine Bank Wealth Management sold 892 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $256K.
Vanguard Morningstar Small-Cap ETF made up 0.55% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #36 holding.
Alpine Bank Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $5.02M in Q3 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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