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Small Cap Value Admiral Shares shares owned by Alpine Bank Wealth Management

Quarter-by-quarter ownership of Small Cap Value Admiral Shares (VSIAX) shares owned by Alpine Bank Wealth Management from 13F filings

Historical chart of Alpine Bank Wealth Management investment in Small Cap Value Admiral Shares

Tip: Access up to 7 years of quarterly data

All positions including Small Cap Value Admiral Shares held by Alpine Bank Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Small Cap Value Admiral Shares by Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $297k 3.4k 86.29

More positions owned by Alpine Bank Wealth Management

Wisdomtree Floating Rate Treasury Fund (USFR)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Simplify Exchange Traded Fun (MTBA)
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Invesco Exchng Traded Fd Tr (IDMO)
Janus Detroit Str Tr (JAAA)
Ishares Tr usa min vo (USMV)
Vanguard Growth ETF (VUG)
iShares S&P 500 Index (IVV)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
Colgate-Palmolive Company (CL)
Wells Fargo & Company (WFC)
iShares S&P 500 Growth Index (IVW)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Alpine Bank Wealth Management

Top funds holding Small Cap Value Admiral Shares

Silvercrest Asset Management Group
Fulton Bank, NA
First Merchants Bank, National Association
Redwood Wealth Management Group
Grey Fox Wealth Advisors
Arvest Trust
Arvest Trust Co N A
Alpine Bank Wealth Management
Tower Bridge Advisors
C.M. Bidwell & Associates
Financial Gravity Companies
Financial Gravity Wealth

View all funds holding Small Cap Value Admiral Shares