Alpine Bank Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.69M	Buy	+3,201	New	+$1.63M	0.27%	54

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Alpine Bank Wealth Management's VOO Position: Q3 2024 in Review

Alpine Bank Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2024: 3,201 shares worth $1.69M. The stake represents 0.27% of the portfolio and ranks #54 among its holdings.

2,928 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

Alpine Bank Wealth Management held 3,201 shares of Vanguard S&P 500 ETF worth $1.69M as of Q3 2024.
Vanguard S&P 500 ETF was a new Alpine Bank Wealth Management position in Q3 2024.
Vanguard S&P 500 ETF made up 0.27% of Alpine Bank Wealth Management's portfolio in Q3 2024, its #54 holding.
2,928 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.