Alpine Bank Wealth Management
BankPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1974910
GRAND JUNCTION, CO
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,920,680
-$36,014 QoQ
Shares Held
14,969
-2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,920,680 | 14,969 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,956,694 | 15,339 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,953,036 | 15,546 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,800,210 | 16,036 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,582,685 | 20,666 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $5,020,311 | 21,164 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||