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 Q2	$554K	Sell	2,343 -47	-2%	-$10.8K	0.07%	117
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Alpine Bank Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q2 2026, selling an estimated $10.8K and leaving 2,343 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #117.

Alpine Bank Wealth Management first reported a position in VIG in Q3 2024 and has held it in 7 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Alpine Bank Wealth Management held 2,343 shares of Vanguard Dividend Appreciation ETF worth $554K as of Q2 2026.
Alpine Bank Wealth Management sold 47 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.8K.
Vanguard Dividend Appreciation ETF made up 0.07% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #117 holding.
Alpine Bank Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 7 quarters since.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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