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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.25M	Hold	11,614	–	–	0.54%	37
2026 Q1	$3.51M	Hold	11,614	–	–	0.51%	35
2025 Q4	$3.51M	Hold	11,614	–	–	0.5%	34
2025 Q3	$3.46M	Hold	11,614	–	–	0.49%	35
2025 Q2	$3.22M	Hold	11,614	–	–	0.49%	33
2025 Q1	$2.92M	Buy	+11,614	New	+$3.22M	0.47%	37
2024 Q3	$3.11M	Buy	+11,614	New	+$2.98M	0.5%	32

Other funds holding VBK

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Alpine Bank Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 11,614 shares worth $4.25M. The position accounts for 0.54% of the portfolio, ranked #37.

Alpine Bank Wealth Management first reported a position in VBK in Q3 2024 and has held it in 7 quarters since. 867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Alpine Bank Wealth Management held 11,614 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.25M as of Q2 2026.
Alpine Bank Wealth Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.54% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #37 holding.
Alpine Bank Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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