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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.95M	Hold	12,154	–	–	0.38%	48
2026 Q1	$2.64M	Sell	12,154 -531	-4%	-$119K	0.38%	44
2025 Q4	$2.69M	Hold	12,685	–	–	0.38%	42
2025 Q3	$2.65M	Hold	12,685	–	–	0.37%	40
2025 Q2	$2.47M	Sell	12,685 -20,107	-61%	-$3.72M	0.37%	39
2025 Q1	$6.11M	Buy	+32,792	New	+$6.48M	0.98%	14
2024 Q3	$6.8M	Buy	+33,861	New	+$6.51M	1.09%	15

Other funds holding VBR

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Alpine Bank Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 12,154 shares worth $2.95M. The position accounts for 0.38% of the portfolio, ranked #48.

Alpine Bank Wealth Management first reported a position in VBR in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.8M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Alpine Bank Wealth Management held 12,154 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.95M as of Q2 2026.
Alpine Bank Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.38% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #48 holding.
Alpine Bank Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $6.8M in Q3 2024.
1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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