Alpine Bank Wealth Management VOE Vanguard Mid-Cap Value Index E

Ownership history in Alpine Bank Wealth Management  ·  6 quarters on record

AI Ownership Summary

Alpine Bank Wealth Management reported Vanguard Mid-Cap Value Index E (VOE) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.81% in 2024 Q3. The latest visible filing shows VOE at 0.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VOE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alpine Bank Wealth Management's position in Vanguard Mid-Cap Value Index E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VOE was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Alpine Bank Wealth Management held VOE — position size vs. price
% of Fund (quarterly)    VOE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 29,233 -662 -2.2% 0.78% $5.4M 2026-04-21 $192.59
2025 Q4 UNCHANGED 29,895 0% 0.75% $5.3M 2026-01-15 $184.59
2025 Q3 UNCHANGED 29,895 0% 0.73% $5.2M 2025-10-22 $172.02
2025 Q2 UNCHANGED 29,895 0% 0.74% $4.9M 2025-07-17 $164.21
2025 Q1 REDUCED 29,895 -440 -1.5% 0.77% $4.8M 2025-04-23 $149.94
2024 Q3 INITIATED 30,335 0.81% $5.1M 2024-11-12 $165.76

FAQ About Alpine Bank Wealth Management and VOE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alpine Bank Wealth Management reported owning VOE?

Alpine Bank Wealth Management reported VOE across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VOE position in Alpine Bank Wealth Management's portfolio?

The largest reported portfolio weight for VOE was 0.81% in 2024 Q3.

What is the latest reported VOE position on this page?

The most recent filing on this page is 2026 Q1, when Alpine Bank Wealth Management reported 29,233 shares, equal to 0.78% of portfolio, with an estimated market value of $5.4M.

What does the chart on this VOE ownership page compare?

The chart compares Alpine Bank Wealth Management's quarterly VOE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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