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Grove Bank & Trust’s Vanguard Energy ETF VDE Stock Holding History

Grove Bank & Trust’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.53M Sell
36,816
-39,974
-52% -$6.48M 0.55% 44
2026
Q1 		$13.3M Buy
76,790
+40,455
+111% +$6.12M 1.5% 15
2025
Q4 		$4.58M Sell
36,335
-28,554
-44% -$3.59M 0.51% 46
2025
Q3 		$8.17M Buy
64,889
+60,686
+1,444% +$7.47M 0.96% 28
2025
Q2 		$501K Sell
4,203
-13,999
-77% -$1.63M 0.06% 167
2025
Q1 		$2.36M Buy
18,202
+2,737
+18% +$346K 0.32% 64
2024
Q4 		$1.88M Sell
15,465
-2,056
-12% -$262K 0.26% 67
2024
Q3 		$2.15M Buy
17,521
+156
+0.9% +$19.5K 0.32% 62
2024
Q2 		$2.22M Sell
17,365
-11,359
-40% -$1.48M 0.36% 54
2024
Q1 		$3.78M Buy
28,724
+4,383
+18% +$525K 0.64% 37
2023
Q4 		$2.85M Buy
24,341
+1,972
+9% +$236K 0.53% 43
2023
Q3 		$2.84M Buy
22,369
+978
+5% +$120K 0.58% 39
2023
Q2 		$2.41M Buy
21,391
+6,950
+48% +$783K 0.49% 40
2023
Q1 		$1.65M Sell
14,441
-1,257
-8% -$149K 0.35% 59
2022
Q4 		$1.9M Sell
15,698
-4,134
-21% -$503K 0.42% 50
2022
Q3 		$2.02M Sell
19,832
-3,205
-14% -$341K 0.5% 45
2022
Q2 		$2.29M Sell
23,037
-8,682
-27% -$971K 0.55% 45
2022
Q1 		$3.4M Buy
31,719
+3,270
+11% +$315K 0.67% 36
2021
Q4 		$2.21M Sell
28,449
-179
-0.6% -$14.2K 0.42% 56
2021
Q3 		$2.12M Sell
28,628
-158
-0.5% -$11K 0.45% 52
2021
Q2 		$2.19M Sell
28,786
-1,174
-4% -$85.1K 0.47% 48
2021
Q1 		$2.04M Buy
29,960
+1,243
+4% +$79.5K 0.48% 51
2020
Q4 		$1.49M Sell
28,717
-2,800
-9% -$131K 0.39% 61
2020
Q3 		$1.27M Sell
31,517
-4,820
-13% -$229K 0.39% 60
2020
Q2 		$1.83M Buy
36,337
+17,358
+91% +$856K 0.6% 42
2020
Q1 		$725K Sell
18,979
-1,139
-6% -$72.3K 0.29% 88
2019
Q4 		$1.64M Sell
20,118
-3,237
-14% -$252K 0.49% 50
2019
Q3 		$1.82M Buy
23,355
+2,617
+13% +$209K 0.59% 40
2019
Q2 		$1.76M Buy
20,738
+1,261
+6% +$109K 0.64% 34
2019
Q1 		$1.74M Buy
19,477
+4,366
+29% +$379K 0.67% 33
2018
Q4 		$1.17M Sell
15,111
-7,528
-33% -$689K 0.54% 47
2018
Q3 		$2.38M Buy
22,639
+2,280
+11% +$236K 0.98% 24
2018
Q2 		$2.14M Buy
20,359
+4,938
+32% +$505K 0.91% 28
2018
Q1 		$1.43M Buy
15,421
+3,650
+31% +$353K 0.63% 37
2017
Q4 		$1.17M Buy
11,771
+4,772
+68% +$449K 0.51% 50
2017
Q3 		$655K Buy
6,999
+4,957
+243% +$440K 0.32% 78
2017
Q2 		$181K Buy
+2,042
New +$188K 0.12% 140

Other funds holding VDE

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

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

Grove Bank & Trust reduced its Vanguard Energy ETF (VDE) stake by 52% in Q2 2026, selling an estimated $6.48M and leaving 36,816 shares worth $5.53M. The position accounts for 0.55% of the portfolio, ranked #44.

Grove Bank & Trust first reported a position in VDE in Q2 2017 and has held it in 37 quarters since. The position peaked at $13.3M in Q1 2026. 124 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Grove Bank & Trust held 36,816 shares of Vanguard Energy ETF worth $5.53M as of Q2 2026.
  • Grove Bank & Trust sold 39,974 Vanguard Energy ETF shares in Q2 2026, an estimated $6.48M.
  • Vanguard Energy ETF made up 0.55% of Grove Bank & Trust's portfolio in Q2 2026, its #44 holding.
  • Grove Bank & Trust first reported a position in Vanguard Energy ETF in Q2 2017 and has held it in 37 quarters since.
  • Grove Bank & Trust's Vanguard Energy ETF position peaked at $13.3M in Q1 2026.
  • 124 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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