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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.78M Hold
29,233
0.74% 24
2026
Q1
$5.39M Sell
29,233
-662
-2% -$124K 0.78% 18
2025
Q4
$5.3M Hold
29,895
0.75% 19
2025
Q3
$5.22M Hold
29,895
0.73% 21
2025
Q2
$4.92M Hold
29,895
0.74% 20
2025
Q1
$4.8M Buy
+29,895
New +$4.89M 0.77% 20
2024
Q3
$5.09M Buy
+30,335
New +$4.82M 0.81% 18

Other funds holding VOE

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

Alpine Bank Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 29,233 shares worth $5.78M. The position accounts for 0.74% of the portfolio, ranked #24.

Alpine Bank Wealth Management first reported a position in VOE in Q3 2024 and has held it in 7 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Alpine Bank Wealth Management held 29,233 shares of Vanguard Morningstar Mid-Cap Value ETF worth $5.78M as of Q2 2026.
  • Alpine Bank Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.74% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Alpine Bank Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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