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Grove Bank & Trust’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Grove Bank & Trust’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-848
Closed -$75.3K – 732
2023
Q1 		$75.3K Hold
848
– – 0.02% 326
2022
Q4 		$73K Buy
+848
New +$75.2K 0.02% 324

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Grove Bank & Trust's VIOO Position: Q2 2023 in Review

Grove Bank & Trust sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2023, closing a stake of 848 shares — an estimated $75.3K sold.

Grove Bank & Trust first reported a position in VIOO in Q4 2022 and held it in 2 quarters. The position peaked at $75.3K in Q1 2023. 249 funds tracked by Wall St. Rank hold VIOO as of Q2 2023.

  • Grove Bank & Trust reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 848 Vanguard S&P Small-Cap 600 ETF shares in Q2 2023, an estimated $75.3K.
  • Grove Bank & Trust first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and held it in 2 quarters.
  • Grove Bank & Trust's Vanguard S&P Small-Cap 600 ETF position peaked at $75.3K in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2023.

Based on Grove Bank & Trust's 13F filing for Q2 2023, filed 27 Jul 2023.