Grove Bank & Trust’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.5M Buy
24,750
+1,085
+5% +$311K 0.74% 37
2026
Q1
$6.2M Buy
23,665
+259
+1% +$70.1K 0.7% 41
2025
Q4
$6.04M Buy
23,406
+78
+0.3% +$20K 0.68% 37
2025
Q3
$5.93M Buy
23,328
+74
+0.3% +$18.4K 0.69% 40
2025
Q2
$5.51M Sell
23,254
-5,469
-19% -$1.22M 0.69% 40
2025
Q1
$6.37M Buy
28,723
+7,459
+35% +$1.78M 0.85% 31
2024
Q4
$5.11M Sell
21,264
-553
-3% -$136K 0.71% 33
2024
Q3
$5.18M Buy
21,817
+630
+3% +$143K 0.76% 29
2024
Q2
$4.62M Sell
21,187
-3,148
-13% -$691K 0.74% 29
2024
Q1
$5.56M Buy
24,335
+864
+4% +$186K 0.94% 24
2023
Q4
$5.01M Buy
23,471
+1,408
+6% +$271K 0.92% 25
2023
Q3
$4.17M Buy
22,063
+1,108
+5% +$221K 0.85% 26
2023
Q2
$4.17M Buy
20,955
+4,841
+30% +$915K 0.84% 25
2023
Q1
$3.05M Sell
16,114
-1,927
-11% -$374K 0.65% 27
2022
Q4
$3.31M Sell
18,041
-1,194
-6% -$221K 0.73% 27
2022
Q3
$3.29M Sell
19,235
-2,985
-13% -$564K 0.81% 27
2022
Q2
$3.91M Buy
22,220
+1,034
+5% +$200K 0.94% 25
2022
Q1
$4.5M Buy
21,186
+1,749
+9% +$368K 0.89% 25
2021
Q4
$4.39M Buy
19,437
+55
+0.3% +$12.5K 0.84% 29
2021
Q3
$4.24M Buy
19,382
+434
+2% +$96.5K 0.89% 28
2021
Q2
$4.27M Buy
18,948
+65
+0.3% +$14.4K 0.92% 27
2021
Q1
$4.04M Buy
18,883
+125
+0.7% +$26.3K 0.95% 24
2020
Q4
$3.65M Sell
18,758
-753
-4% -$133K 0.95% 26
2020
Q3
$3M Buy
19,511
+1,966
+11% +$302K 0.92% 27
2020
Q2
$2.56M Buy
17,545
+8,129
+86% +$1.09M 0.84% 28
2020
Q1
$1.09M Buy
9,416
+3,015
+47% +$453K 0.43% 61
2019
Q4
$1.06M Buy
6,401
+171
+3% +$27.2K 0.32% 81
2019
Q3
$959K Sell
6,230
-11
-0.2% -$1.71K 0.31% 84
2019
Q2
$977K Buy
6,241
+359
+6% +$55.5K 0.36% 71
2019
Q1
$899K Buy
5,882
+1,130
+24% +$168K 0.35% 73
2018
Q4
$627K Sell
4,752
-582
-11% -$84.7K 0.29% 84
2018
Q3
$868K Buy
5,334
+335
+7% +$54.2K 0.36% 69
2018
Q2
$778K Buy
4,999
+890
+22% +$136K 0.33% 79
2018
Q1
$604K Sell
4,109
-2,349
-36% -$351K 0.27% 96
2017
Q4
$954K Buy
6,458
+5,822
+915% +$842K 0.42% 64
2017
Q3
$90K Buy
+636
New +$86.7K 0.04% 237

Other funds holding VB

Grove Bank & Trust's VB Position: Q2 2026 in Review

Grove Bank & Trust increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.6% in Q2 2026, buying an estimated $311K and bringing the position to 24,750 shares worth $7.5M. The position accounts for 0.74% of the portfolio, ranked #37.

Grove Bank & Trust first reported a position in VB in Q3 2017 and has held it in 36 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Grove Bank & Trust held 24,750 shares of Vanguard Morningstar Small-Cap ETF worth $7.5M as of Q2 2026.
  • Grove Bank & Trust bought 1,085 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $311K.
  • Vanguard Morningstar Small-Cap ETF made up 0.74% of Grove Bank & Trust's portfolio in Q2 2026, its #37 holding.
  • Grove Bank & Trust first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2017 and has held it in 36 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.