Grove Bank & Trust’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.7M	Buy	290,478 +872	+0.3%	+$43.8K	1.46%	13
2026 Q1	$14.4M	Buy	289,606 +4,830	+2%	+$244K	1.63%	11
2025 Q4	$14.3M	Buy	284,776 +10,220	+4%	+$514K	1.61%	12
2025 Q3	$13.7M	Sell	274,556 -13,040	-5%	-$641K	1.61%	13
2025 Q2	$14.1M	Buy	287,596 +4,482	+2%	+$219K	1.76%	11
2025 Q1	$14M	Buy	283,114 +4,337	+2%	+$217K	1.88%	10
2024 Q4	$14M	Buy	278,777 +9,045	+3%	+$457K	1.94%	9
2024 Q3	$13.8M	Buy	269,732 +5,112	+2%	+$259K	2.04%	9
2024 Q2	$13.3M	Buy	264,620 +23,076	+10%	+$1.15M	2.13%	10
2024 Q1	$12.2M	Buy	241,544 +40,882	+20%	+$2.07M	2.06%	9
2023 Q4	$10.2M	Buy	200,662 +13,999	+7%	+$686K	1.88%	9
2023 Q3	$8.98M	Buy	186,663 +3,069	+2%	+$152K	1.83%	11
2023 Q2	$9.22M	Buy	183,594 +432	+0.2%	+$21.7K	1.86%	10
2023 Q1	$9.28M	Buy	183,162 +22,688	+14%	+$1.14M	1.96%	9
2022 Q4	$7.94M	Buy	+160,474	New	+$7.85M	1.75%	10

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Grove Bank & Trust increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.3% in Q2 2026, buying an estimated $43.8K and bringing the position to 290,478 shares worth $14.7M. The position accounts for 1.46% of the portfolio, ranked #13.

Grove Bank & Trust first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. 436 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Grove Bank & Trust held 290,478 shares of Vanguard Tax-Exempt Bond Index Fund worth $14.7M as of Q2 2026.
Grove Bank & Trust bought 872 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $43.8K.
Vanguard Tax-Exempt Bond Index Fund made up 1.46% of Grove Bank & Trust's portfolio in Q2 2026, its #13 holding.
Grove Bank & Trust first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
436 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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