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Grove Bank & Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Grove Bank & Trust’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.87M Buy
122,447
+24,411
+25% +$1.89M 0.98% 28
2026
Q1 		$7.04M Sell
98,036
-22,528
-19% -$1.67M 0.8% 34
2025
Q4 		$8.75M Buy
120,564
+21,980
+22% +$1.6M 0.98% 29
2025
Q3 		$7.24M Sell
98,584
-45,844
-32% -$3.29M 0.85% 34
2025
Q2 		$10.1M Buy
144,428
+2,412
+2% +$158K 1.26% 17
2025
Q1 		$9.18M Buy
142,016
+13,356
+10% +$896K 1.23% 17
2024
Q4 		$8.5M Buy
128,660
+27,956
+28% +$1.9M 1.18% 17
2024
Q3 		$6.64M Sell
100,704
-8,632
-8% -$542K 0.98% 22
2024
Q2 		$6.62M Buy
109,336
+12,240
+13% +$744K 1.06% 21
2024
Q1 		$6.07M Buy
97,096
+3,416
+4% +$202K 1.02% 22
2023
Q4 		$5.45M Buy
93,680
+3,360
+4% +$180K 1% 24
2023
Q3 		$4.7M Buy
90,320
+3,792
+4% +$208K 0.96% 24
2023
Q2 		$4.76M Buy
86,528
+16,164
+23% +$847K 0.96% 23
2023
Q1 		$3.71M Sell
70,364
-4,848
-6% -$258K 0.78% 24
2022
Q4 		$3.83M Sell
75,212
-1,016
-1% -$51.8K 0.85% 24
2022
Q3 		$3.58M Sell
76,228
-10,616
-12% -$555K 0.89% 24
2022
Q2 		$4.28M Buy
86,844
+3,428
+4% +$185K 1.02% 22
2022
Q1 		$4.96M Buy
83,416
+7,392
+10% +$434K 0.98% 23
2021
Q4 		$4.84M Buy
76,024
+1,028
+1% +$64.4K 0.92% 24
2021
Q3 		$4.44M Buy
74,996
+1,404
+2% +$84.8K 0.93% 25
2021
Q2 		$4.37M Buy
73,592
+536
+0.7% +$31.1K 0.95% 26
2021
Q1 		$4.04M Buy
73,056
+2,004
+3% +$109K 0.95% 25
2020
Q4 		$3.67M Sell
71,052
-1,692
-2% -$81.9K 0.95% 25
2020
Q3 		$3.21M Buy
72,744
+5,384
+8% +$235K 0.98% 24
2020
Q2 		$2.76M Buy
67,360
+27,308
+68% +$1.05M 0.91% 25
2020
Q1 		$1.32M Buy
40,052
+18,888
+89% +$782K 0.52% 50
2019
Q4 		$943K Sell
21,164
-7,116
-25% -$306K 0.28% 88
2019
Q3 		$1.19M Sell
28,280
-320
-1% -$13.4K 0.38% 71
2019
Q2 		$1.2M Buy
28,600
+2,100
+8% +$85.9K 0.44% 60
2019
Q1 		$1.06M Buy
26,500
+7,212
+37% +$277K 0.41% 61
2018
Q4 		$666K Buy
19,288
+664
+4% +$24.9K 0.31% 80
2018
Q3 		$765K Buy
18,624
+1,504
+9% +$61.4K 0.31% 78
2018
Q2 		$675K Buy
17,120
+4,840
+39% +$190K 0.29% 85
2018
Q1 		$473K Sell
12,280
-12,500
-50% -$492K 0.21% 114
2017
Q4 		$959K Buy
24,780
+21,412
+636% +$808K 0.42% 63
2017
Q3 		$124K Buy
3,368
+3,228
+2,306% +$116K 0.06% 206
2017
Q2 		$5K Buy
+140
New +$4.95K ﹤0.01% 566

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Grove Bank & Trust increased its Vanguard Mid-Cap ETF (VO) stake by 25% in Q2 2026, buying an estimated $1.89M and bringing the position to 122,447 shares worth $9.87M. The position accounts for 0.98% of the portfolio, ranked #28.

Grove Bank & Trust first reported a position in VO in Q2 2017 and has held it in 37 quarters since. The position peaked at $10.1M in Q2 2025. 755 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Grove Bank & Trust held 122,447 shares of Vanguard Mid-Cap ETF worth $9.87M as of Q2 2026.
  • Grove Bank & Trust bought 24,411 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.89M.
  • Vanguard Mid-Cap ETF made up 0.98% of Grove Bank & Trust's portfolio in Q2 2026, its #28 holding.
  • Grove Bank & Trust first reported a position in Vanguard Mid-Cap ETF in Q2 2017 and has held it in 37 quarters since.
  • Grove Bank & Trust's Vanguard Mid-Cap ETF position peaked at $10.1M in Q2 2025.
  • 755 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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