Alpine Bank Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.93M Sell
61,182
-1,850
-3% -$143K 0.63% 30
2026
Q1
$4.53M Sell
63,032
-2,296
-4% -$171K 0.66% 24
2025
Q4
$4.74M Sell
65,328
-140
-0.2% -$10.2K 0.67% 23
2025
Q3
$4.81M Sell
65,468
-1,532
-2% -$110K 0.68% 24
2025
Q2
$4.69M Buy
67,000
+160
+0.2% +$10.5K 0.71% 24
2025
Q1
$4.32M Buy
+66,840
New +$4.49M 0.69% 24
2024
Q3
$4.84M Buy
+73,436
New +$4.61M 0.77% 21

Other funds holding VO

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

Alpine Bank Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q2 2026, selling an estimated $143K and leaving 61,182 shares worth $4.93M. The position accounts for 0.63% of the portfolio, ranked #30.

Alpine Bank Wealth Management first reported a position in VO in Q3 2024 and has held it in 7 quarters since. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Alpine Bank Wealth Management held 61,182 shares of Vanguard Morningstar Mid-Cap ETF worth $4.93M as of Q2 2026.
  • Alpine Bank Wealth Management sold 1,850 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $143K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.63% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Alpine Bank Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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