Alpine Bank Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.88M	Hold	13,220	–	–	0.37%	49
2026 Q1	$2.59M	Hold	13,220	–	–	0.38%	45
2025 Q4	$2.52M	Hold	13,220	–	–	0.36%	45
2025 Q3	$2.47M	Hold	13,220	–	–	0.35%	44
2025 Q2	$2.34M	Hold	13,220	–	–	0.35%	44
2025 Q1	$2.28M	Buy	+13,220	New	+$2.31M	0.37%	42
2024 Q3	$2.31M	Buy	+13,220	New	+$2.21M	0.37%	39

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Alpine Bank Wealth Management held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 13,220 shares worth $2.88M. The position accounts for 0.37% of the portfolio, ranked #49.

Alpine Bank Wealth Management first reported a position in VTV in Q3 2024 and has held it in 7 quarters since. 2,792 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Alpine Bank Wealth Management held 13,220 shares of Vanguard Morningstar Value ETF worth $2.88M as of Q2 2026.
Alpine Bank Wealth Management left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 0.37% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #49 holding.
Alpine Bank Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q3 2024 and has held it in 7 quarters since.
2,792 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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