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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$986K Sell
3,219
-1,291
-29% -$372K 0.13% 96
2026
Q1
$1.16M Sell
4,510
-94
-2% -$25.8K 0.17% 74
2025
Q4
$1.29M Sell
4,604
-243
-5% -$69.5K 0.18% 68
2025
Q3
$1.42M Sell
4,847
-2,105
-30% -$607K 0.2% 63
2025
Q2
$1.98M Buy
6,952
+193
+3% +$49.8K 0.3% 48
2025
Q1
$1.65M Buy
+6,759
New +$1.76M 0.27% 55
2024
Q3
$2M Buy
+8,230
New +$1.92M 0.32% 47

Other funds holding VOT

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

Alpine Bank Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 29% in Q2 2026, selling an estimated $372K and leaving 3,219 shares worth $986K. The position accounts for 0.13% of the portfolio, ranked #96.

Alpine Bank Wealth Management first reported a position in VOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2M in Q3 2024. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Alpine Bank Wealth Management held 3,219 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $986K as of Q2 2026.
  • Alpine Bank Wealth Management sold 1,291 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $372K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Alpine Bank Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Alpine Bank Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2M in Q3 2024.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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