Alpine Bank Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1M	Sell	140,045 -16,891	-11%	-$1.42M	1.55%	16
2026 Q1	$11.4M	Sell	156,936 -284,826	-64%	-$22.2M	1.66%	9
2025 Q4	$35.9M	Sell	441,762 -3,594	-0.8%	-$292K	5.08%	6
2025 Q3	$35.6M	Buy	445,356 +302,514	+212%	+$23.1M	5.01%	6
2025 Q2	$10.4M	Sell	142,842 -14,778	-9%	-$973K	1.58%	10
2025 Q1	$9.74M	Buy	+157,620	New	+$10.6M	1.56%	11
2024 Q3	$27.6M	Buy	+431,358	New	+$26.7M	4.41%	8

Other funds holding VUG

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Alpine Bank Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, selling an estimated $1.42M and leaving 140,045 shares worth $12.1M. The position accounts for 1.55% of the portfolio, ranked #16.

Alpine Bank Wealth Management first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $35.9M in Q4 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Alpine Bank Wealth Management held 140,045 shares of Vanguard Morningstar Growth ETF worth $12.1M as of Q2 2026.
Alpine Bank Wealth Management sold 16,891 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.42M.
Vanguard Morningstar Growth ETF made up 1.55% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #16 holding.
Alpine Bank Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's Vanguard Morningstar Growth ETF position peaked at $35.9M in Q4 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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