Grove Bank & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Grove Bank & Trust’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$810K	Sell	3,422 -2	-0.1%	-$459	0.08%	129
2026 Q1	$736K	Buy	3,424 +22	+0.6%	+$4.9K	0.08%	135
2025 Q4	$748K	Sell	3,402 -221	-6%	-$48.3K	0.08%	139
2025 Q3	$782K	Hold	3,623	–	–	0.09%	133
2025 Q2	$742K	Hold	3,623	–	–	0.09%	136
2025 Q1	$703K	Hold	3,623	–	–	0.09%	134
2024 Q4	$709K	Hold	3,623	–	–	0.1%	126
2024 Q3	$718K	Hold	3,623	–	–	0.11%	125
2024 Q2	$661K	Hold	3,623	–	–	0.11%	119
2024 Q1	$662K	Hold	3,623	–	–	0.11%	120
2023 Q4	$617K	Sell	3,623 -46	-1%	-$7.4K	0.11%	131
2023 Q3	$570K	Buy	+3,669	New	+$595K	0.12%	133
2017 Q1	–	Sell	-2,600	Closed	-$221K	–	577
2016 Q4	$221K	Hold	2,600	–	–	0.17%	105
2016 Q3	$218K	Hold	2,600	–	–	0.19%	95
2016 Q2	$216K	Hold	2,600	–	–	0.19%	88
2016 Q1	$211K	Buy	2,600 +1,000	+63%	+$76.7K	0.19%	89
2015 Q4	$124K	Buy	+1,600	New	+$125K	0.11%	117

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Grove Bank & Trust reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q2 2026, selling an estimated $459 and leaving 3,422 shares worth $810K. The position accounts for 0.08% of the portfolio, ranked #129.

Grove Bank & Trust first reported a position in VIG in Q4 2015 and has held it in 17 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Grove Bank & Trust held 3,422 shares of Vanguard Dividend Appreciation ETF worth $810K as of Q2 2026.
Grove Bank & Trust sold 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.08% of Grove Bank & Trust's portfolio in Q2 2026, its #129 holding.
Grove Bank & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 17 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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