Alpine Bank Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.59M	Buy	17,966 +316	+2%	+$29K	0.23%	63
2025 Q4	$1.56M	Sell	17,650 -885	-5%	-$79.5K	0.22%	57
2025 Q3	$1.69M	Hold	18,535	–	–	0.24%	53
2025 Q2	$1.65M	Buy	18,535 +4,750	+34%	+$419K	0.25%	55
2025 Q1	$1.25M	Buy	+13,785	New	+$1.25M	0.2%	62
2024 Q3	$1.07M	Buy	+10,963	New	+$1.01M	0.17%	70

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Alpine Bank Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 1.8% in Q1 2026, buying an estimated $29K and bringing the position to 17,966 shares worth $1.59M. The position accounts for 0.23% of the portfolio, ranked #63.

Alpine Bank Wealth Management first reported a position in VNQ in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.69M in Q3 2025. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Alpine Bank Wealth Management held 17,966 shares of Vanguard Real Estate ETF worth $1.59M as of Q1 2026.
Alpine Bank Wealth Management bought 316 Vanguard Real Estate ETF shares in Q1 2026, an estimated $29K.
Vanguard Real Estate ETF made up 0.23% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #63 holding.
Alpine Bank Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 6 quarters since.
Alpine Bank Wealth Management's Vanguard Real Estate ETF position peaked at $1.69M in Q3 2025.
1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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