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Alpine Bank Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Alpine Bank Wealth Management’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-159
Closed -$20.9K – 393
2025
Q3 		$20.9K Hold
159
– – ﹤0.01% 331
2025
Q2 		$20.2K Buy
+159
New +$19K ﹤0.01% 333

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Alpine Bank Wealth Management's VFH Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 159 shares — an estimated $20.9K sold.

Alpine Bank Wealth Management first reported a position in VFH in Q2 2025 and held it in 2 quarters. The position peaked at $20.9K in Q3 2025. 752 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 159 Vanguard Financials ETF shares in Q4 2025, an estimated $20.9K.
  • Alpine Bank Wealth Management first reported a position in Vanguard Financials ETF in Q2 2025 and held it in 2 quarters.
  • Alpine Bank Wealth Management's Vanguard Financials ETF position peaked at $20.9K in Q3 2025.
  • 752 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.