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Grove Bank & Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

Grove Bank & Trust’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.86M Sell
39,987
-1,026
-3% -$98.1K 0.38% 55
2026
Q1 		$3.64M Sell
41,013
-99,789
-71% -$9.15M 0.41% 49
2025
Q4 		$12.5M Buy
140,802
+6,891
+5% +$619K 1.4% 16
2025
Q3 		$12.2M Buy
133,911
+9,974
+8% +$905K 1.43% 15
2025
Q2 		$11M Buy
123,937
+35,479
+40% +$3.13M 1.38% 16
2025
Q1 		$8.01M Buy
88,458
+39,731
+82% +$3.61M 1.07% 21
2024
Q4 		$4.34M Buy
48,727
+3,221
+7% +$304K 0.6% 38
2024
Q3 		$4.43M Sell
45,506
-2,206
-5% -$203K 0.65% 32
2024
Q2 		$4M Sell
47,712
-1,437
-3% -$119K 0.64% 31
2024
Q1 		$4.25M Sell
49,149
-424
-0.9% -$36.2K 0.72% 31
2023
Q4 		$4.38M Buy
49,573
+6,920
+16% +$548K 0.81% 27
2023
Q3 		$3.23M Sell
42,653
-2,459
-5% -$203K 0.66% 32
2023
Q2 		$3.77M Sell
45,112
-4,679
-9% -$383K 0.76% 27
2023
Q1 		$4.13M Sell
49,791
-7,296
-13% -$627K 0.87% 23
2022
Q4 		$4.71M Buy
57,087
+446
+0.8% +$37K 1.04% 20
2022
Q3 		$4.54M Sell
56,641
-2,907
-5% -$272K 1.13% 18
2022
Q2 		$5.42M Sell
59,548
-5,021
-8% -$500K 1.3% 17
2022
Q1 		$7M Buy
64,569
+3,390
+6% +$359K 1.38% 13
2021
Q4 		$7.1M Sell
61,179
-1,307
-2% -$143K 1.36% 14
2021
Q3 		$6.36M Buy
62,486
+6,004
+11% +$637K 1.34% 16
2021
Q2 		$5.75M Buy
56,482
+2,612
+5% +$259K 1.25% 16
2021
Q1 		$4.95M Buy
53,870
+4,589
+9% +$403K 1.16% 18
2020
Q4 		$4.18M Buy
49,281
+19,787
+67% +$1.64M 1.09% 21
2020
Q3 		$2.33M Buy
29,494
+3,717
+14% +$298K 0.71% 33
2020
Q2 		$2.02M Sell
25,777
-32,416
-56% -$2.46M 0.67% 35
2020
Q1 		$4.07M Sell
58,193
-34,479
-37% -$3.03M 1.6% 16
2019
Q4 		$8.6M Buy
92,672
+4,361
+5% +$404K 2.58% 8
2019
Q3 		$8.24M Buy
88,311
+33,426
+61% +$3.03M 2.66% 8
2019
Q2 		$4.8M Sell
54,885
-727
-1% -$63.6K 1.75% 12
2019
Q1 		$4.83M Sell
55,612
-543
-1% -$44.9K 1.86% 12
2018
Q4 		$4.19M Sell
56,155
-3,199
-5% -$252K 1.95% 11
2018
Q3 		$4.79M Sell
59,354
-2,702
-4% -$223K 1.97% 10
2018
Q2 		$5.05M Sell
62,056
-3,576
-5% -$277K 2.15% 11
2018
Q1 		$4.95M Sell
65,632
-7,817
-11% -$598K 2.19% 10
2017
Q4 		$6.09M Buy
73,449
+1,281
+2% +$107K 2.66% 7
2017
Q3 		$6M Buy
72,168
+17,045
+31% +$1.42M 2.92% 6
2017
Q2 		$4.59M Buy
55,123
+863
+2% +$72K 2.94% 5
2017
Q1 		$4.48M Sell
54,260
-3,165
-6% -$263K 3.68% 4
2016
Q4 		$4.74M Buy
57,425
+4,918
+9% +$401K 3.62% 4
2016
Q3 		$4.55M Buy
52,507
+3,591
+7% +$320K 3.88% 4
2016
Q2 		$4.34M Buy
48,916
+5,026
+11% +$422K 3.89% 4
2016
Q1 		$3.68M Buy
43,890
+704
+2% +$54.8K 3.35% 7
2015
Q4 		$3.44M Buy
+43,186
New +$3.42M 3.09% 8

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

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

Grove Bank & Trust reduced its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q2 2026, selling an estimated $98.1K and leaving 39,987 shares worth $3.86M. The position accounts for 0.38% of the portfolio, ranked #55.

Grove Bank & Trust first reported a position in VNQ in Q4 2015 and has held it in 43 quarters since. The position peaked at $12.5M in Q4 2025. 499 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Grove Bank & Trust held 39,987 shares of Vanguard Real Estate ETF worth $3.86M as of Q2 2026.
  • Grove Bank & Trust sold 1,026 Vanguard Real Estate ETF shares in Q2 2026, an estimated $98.1K.
  • Vanguard Real Estate ETF made up 0.38% of Grove Bank & Trust's portfolio in Q2 2026, its #55 holding.
  • Grove Bank & Trust first reported a position in Vanguard Real Estate ETF in Q4 2015 and has held it in 43 quarters since.
  • Grove Bank & Trust's Vanguard Real Estate ETF position peaked at $12.5M in Q4 2025.
  • 499 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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