VBK β€” Vanguard Small -Cap Growth ETF

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

AI Ownership Summary

Alpine Bank Wealth Management reported Vanguard Small -Cap Growth ETF (VBK) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows VBK at 0.51% 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 VBK 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 Small -Cap Growth ETF, 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

VBK was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

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 VBK β€” position size vs. price
% of Fund (quarterly)    VBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,614 β€” 0% 0.51% $3.5M 2026-04-21 $335.00
2025 Q4 UNCHANGED 11,614 β€” 0% 0.50% $3.5M 2026-01-15 $324.16
2025 Q3 UNCHANGED 11,614 β€” 0% 0.49% $3.5M 2025-10-22 $298.55
2025 Q2 UNCHANGED 11,614 β€” 0% 0.49% $3.2M 2025-07-17 $282.87
2025 Q1 UNCHANGED 11,614 β€” 0% 0.47% $2.9M 2025-04-23 $238.87
2024 Q3 INITIATED 11,614 β€” β€” 0.50% $3.1M 2024-11-12 $288.45

FAQ About Alpine Bank Wealth Management and VBK

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 VBK?

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

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

The largest reported portfolio weight for VBK was 0.51% in 2026 Q1.

What is the latest reported VBK position on this page?

The most recent filing on this page is 2026 Q1, when Alpine Bank Wealth Management reported 11,614 shares, equal to 0.51% of portfolio, with an estimated market value of $3.5M.

What does the chart on this VBK ownership page compare?

The chart compares Alpine Bank Wealth Management's quarterly VBK 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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