Grove Bank & Trust’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153K	Hold	500	–	–	0.02%	294
2026 Q1	$129K	Hold	500	–	–	0.01%	308
2025 Q4	$140K	Hold	500	–	–	0.02%	301
2025 Q3	$147K	Hold	500	–	–	0.02%	287
2025 Q2	$142K	Hold	500	–	–	0.02%	292
2025 Q1	$122K	Sell	500 -300	-38%	-$78K	0.02%	297
2024 Q4	$203K	Hold	800	–	–	0.03%	219
2024 Q3	$195K	Hold	800	–	–	0.03%	224
2024 Q2	$184K	Hold	800	–	–	0.03%	227
2024 Q1	$189K	Hold	800	–	–	0.03%	235
2023 Q4	$176K	Hold	800	–	–	0.03%	229
2023 Q3	$156K	Hold	800	–	–	0.03%	239
2023 Q2	$165K	Hold	800	–	–	0.03%	236
2023 Q1	$156K	Hold	800	–	–	0.03%	239
2022 Q4	$144K	Buy	+800	New	+$145K	0.03%	250
2022 Q1	–	Sell	-800	Closed	-$204K	–	245
2021 Q4	$204K	Buy	+800	New	+$202K	0.04%	233
2017 Q1	–	Sell	-1,840	Closed	-$194K	–	578
2016 Q4	$194K	Hold	1,840	–	–	0.15%	109
2016 Q3	$196K	Hold	1,840	–	–	0.17%	100
2016 Q2	$187K	Hold	1,840	–	–	0.17%	97
2016 Q1	$184K	Buy	1,840 +300	+19%	+$28K	0.17%	94
2015 Q4	$154K	Buy	+1,540	New	+$156K	0.14%	109

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Grove Bank & Trust held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 500 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #294.

Grove Bank & Trust first reported a position in VOT in Q4 2015 and has held it in 21 quarters since. The position peaked at $204K in Q4 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Grove Bank & Trust held 500 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $153K as of Q2 2026.
Grove Bank & Trust left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Grove Bank & Trust's portfolio in Q2 2026, its #294 holding.
Grove Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2015 and has held it in 21 quarters since.
Grove Bank & Trust's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $204K in Q4 2021.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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