Alpine Bank Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$901K Buy
+2,434
New +$870K 0.12% 101
2025
Q4
Sell
-325
Closed -$107K 399
2025
Q3
$107K Hold
325
0.02% 191
2025
Q2
$98.8K Buy
+325
New +$91.4K 0.01% 189
2024
Q3
$87.8K Buy
+310
New +$84.6K 0.01% 198

Other funds holding VTI

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

Alpine Bank Wealth Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 2,434 shares worth $901K. The stake represents 0.12% of the portfolio and ranks #101 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in VTI as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in VTI in Q3 2024 and has held it in 4 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Alpine Bank Wealth Management held 2,434 shares of Vanguard Morningstar Total Stock Market ETF worth $901K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Alpine Bank Wealth Management position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Alpine Bank Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 4 quarters since.
  • 3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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