Grove Bank & Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.92M	Sell	10,594 -49	-0.5%	-$17.5K	0.39%	51
2026 Q1	$3.41M	Sell	10,643 -124	-1%	-$41.6K	0.39%	51
2025 Q4	$3.61M	Buy	10,767 +14	+0.1%	+$4.66K	0.41%	52
2025 Q3	$3.53M	Sell	10,753 -22	-0.2%	-$6.95K	0.41%	54
2025 Q2	$3.27M	Buy	10,775 +6	+0.1%	+$1.69K	0.41%	53
2025 Q1	$2.96M	Buy	10,769 +6,188	+135%	+$1.8M	0.4%	57
2024 Q4	$1.33M	Buy	4,581 +35	+0.8%	+$10.2K	0.18%	83
2024 Q3	$1.29M	Buy	4,546 +206	+5%	+$56.2K	0.19%	89
2024 Q2	$1.16M	Buy	4,340 +146	+3%	+$37.8K	0.19%	86
2024 Q1	$1.09M	Buy	4,194 +349	+9%	+$86.3K	0.18%	85
2023 Q4	$912K	Hold	3,845	–	–	0.17%	99
2023 Q3	$817K	Hold	3,845	–	–	0.17%	108
2023 Q2	$847K	Hold	3,845	–	–	0.17%	104
2023 Q1	$785K	Buy	3,845 +30	+0.8%	+$6K	0.17%	106
2022 Q4	$729K	Hold	3,815	–	–	0.16%	111
2022 Q3	$685K	Hold	3,815	–	–	0.17%	111
2022 Q2	$720K	Hold	3,815	–	–	0.17%	110
2022 Q1	$869K	Hold	3,815	–	–	0.17%	110
2021 Q4	$921K	Hold	3,815	–	–	0.18%	108
2021 Q3	$847K	Hold	3,815	–	–	0.18%	108
2021 Q2	$850K	Hold	3,815	–	–	0.18%	108
2021 Q1	$789K	Hold	3,815	–	–	0.19%	108
2020 Q4	$743K	Hold	3,815	–	–	0.19%	104
2020 Q3	$650K	Hold	3,815	–	–	0.2%	107
2020 Q2	$597K	Hold	3,815	–	–	0.2%	105
2020 Q1	$492K	Hold	3,815	–	–	0.19%	109
2019 Q4	$624K	Hold	3,815	–	–	0.19%	112
2019 Q3	$576K	Hold	3,815	–	–	0.19%	116
2019 Q2	$573K	Sell	3,815 -348	-8%	-$51.3K	0.21%	105
2019 Q1	$602K	Sell	4,163 -111	-3%	-$15.5K	0.23%	101
2018 Q4	$545K	Buy	4,274 +59	+1%	+$8.14K	0.25%	99
2018 Q3	$631K	Hold	4,215	–	–	0.26%	92
2018 Q2	$592K	Hold	4,215	–	–	0.25%	97
2018 Q1	$572K	Buy	+4,215	New	+$591K	0.25%	100
2017 Q2	–	Sell	-437	Closed	-$53K	–	673
2017 Q1	$53K	Sell	437 -7,335	-94%	-$878K	0.04%	211
2016 Q4	$896K	Sell	7,772 -15	-0.2%	-$1.69K	0.68%	40
2016 Q3	$867K	Sell	7,787 -25	-0.3%	-$2.77K	0.74%	39
2016 Q2	$837K	Buy	7,812 +195	+3%	+$20.7K	0.75%	38
2016 Q1	$798K	Sell	7,617 -160	-2%	-$15.9K	0.73%	38
2015 Q4	$811K	Buy	+7,777	New	+$819K	0.73%	38

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Grove Bank & Trust reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.46% in Q2 2026, selling an estimated $17.5K and leaving 10,594 shares worth $3.92M. The position accounts for 0.39% of the portfolio, ranked #51.

Grove Bank & Trust first reported a position in VTI in Q4 2015 and has held it in 40 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Grove Bank & Trust held 10,594 shares of Vanguard Morningstar Total Stock Market ETF worth $3.92M as of Q2 2026.
Grove Bank & Trust sold 49 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $17.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.39% of Grove Bank & Trust's portfolio in Q2 2026, its #51 holding.
Grove Bank & Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 40 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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