Alpine Bank Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$514K	Sell	2,390 -53	-2%	-$11.8K	0.07%	108
2025 Q4	$537K	Buy	2,443 +1,886	+339%	+$412K	0.08%	104
2025 Q3	$120K	Hold	557	–	–	0.02%	184
2025 Q2	$114K	Hold	557	–	–	0.02%	182
2025 Q1	$108K	Buy	+557	New	+$111K	0.02%	174
2024 Q3	$110K	Buy	+557	New	+$106K	0.02%	185

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alpine Bank Wealth Management's VIG Position: Q1 2026 in Review

Alpine Bank Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q1 2026, selling an estimated $11.8K and leaving 2,390 shares worth $514K. The position accounts for 0.07% of the portfolio, ranked #108.

Alpine Bank Wealth Management first reported a position in VIG in Q3 2024 and has held it in 6 quarters since. The position peaked at $537K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Alpine Bank Wealth Management held 2,390 shares of Vanguard Dividend Appreciation ETF worth $514K as of Q1 2026.
Alpine Bank Wealth Management sold 53 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $11.8K.
Vanguard Dividend Appreciation ETF made up 0.07% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #108 holding.
Alpine Bank Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 6 quarters since.
Alpine Bank Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $537K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.