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

Grove Bank & Trust’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$42.6K Hold
126
– – ﹤0.01% 469
2026
Q2 		$46.1K Hold
126
– – ﹤0.01% 446
2026
Q1 		$38.1K Hold
126
– – ﹤0.01% 454
2025
Q4 		$38.1K Hold
126
– – ﹤0.01% 451
2025
Q3 		$37.5K Hold
126
– – ﹤0.01% 451
2025
Q2 		$34.9K Hold
126
– – ﹤0.01% 460
2025
Q1 		$31.7K Hold
126
– – ﹤0.01% 465
2024
Q4 		$35.3K Hold
126
– – ﹤0.01% 398
2024
Q3 		$33.7K Hold
126
– – 0.01% 396
2024
Q2 		$31.5K Hold
126
– – 0.01% 389
2024
Q1 		$32.9K Hold
126
– – 0.01% 407
2023
Q4 		$30.5K Hold
126
– – 0.01% 396
2023
Q3 		$27K Hold
126
– – 0.01% 429
2023
Q2 		$28.9K Hold
126
– – 0.01% 420
2023
Q1 		$27.3K Hold
126
– – 0.01% 434
2022
Q4 		$25K Buy
+126
New +$25.8K 0.01% 441

Other funds holding VBK

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Grove Bank & Trust's VBK Position: Q3 2026 in Review

Grove Bank & Trust held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 126 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Grove Bank & Trust first reported a position in VBK in Q4 2022 and has held it in 16 quarters since. The position peaked at $46.1K in Q2 2026. 64 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Grove Bank & Trust held 126 shares of Vanguard Morningstar Small-Cap Growth ETF worth $42.6K as of Q3 2026.
  • Grove Bank & Trust left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #469 holding.
  • Grove Bank & Trust first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Grove Bank & Trust's Vanguard Morningstar Small-Cap Growth ETF position peaked at $46.1K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.