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Grove Bank & Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Grove Bank & Trust’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$208K Buy
2,310
+1,510
+189% +$132K 0.02% 263
2026
Q2 		$68.9K Buy
800
+200
+33% +$16.8K 0.01% 396
2026
Q1 		$43.7K Hold
600
– – ﹤0.01% 440
2025
Q4 		$48.8K Sell
600
-174
-22% -$14.1K 0.01% 420
2025
Q3 		$61.9K Hold
774
– – 0.01% 389
2025
Q2 		$56.6K Sell
774
-10,998
-93% -$724K 0.01% 408
2025
Q1 		$728K Sell
11,772
-390
-3% -$26.3K 0.1% 131
2024
Q4 		$832K Buy
12,162
+1,866
+18% +$125K 0.12% 115
2024
Q3 		$659K Buy
10,296
+9,342
+979% +$579K 0.1% 135
2024
Q2 		$59.5K Hold
954
– – 0.01% 337
2024
Q1 		$54.7K Buy
954
+354
+59% +$19.5K 0.01% 365
2023
Q4 		$31.1K Hold
600
– – 0.01% 394
2023
Q3 		$27.2K Hold
600
– – 0.01% 427
2023
Q2 		$28.3K Hold
600
– – 0.01% 423
2023
Q1 		$24.9K Buy
+600
New +$23.3K 0.01% 444
2017
Q3 		– Sell
-4,140
Closed -$88K – 666
2017
Q2 		$88K Hold
4,140
– – 0.06% 197
2017
Q1 		$84K Sell
4,140
-11,910
-74% -$235K 0.07% 176
2016
Q4 		$298K Hold
16,050
– – 0.23% 79
2016
Q3 		$300K Hold
16,050
– – 0.26% 78
2016
Q2 		$287K Hold
16,050
– – 0.26% 75
2016
Q1 		$285K Buy
16,050
+3,600
+29% +$60.3K 0.26% 73
2015
Q4 		$221K Buy
+12,450
New +$223K 0.2% 88

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Grove Bank & Trust's VUG Position: Q3 2026 in Review

Grove Bank & Trust increased its Vanguard Morningstar Growth ETF (VUG) stake by 189% in Q3 2026, buying an estimated $132K and bringing the position to 2,310 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #263.

Grove Bank & Trust first reported a position in VUG in Q4 2015 and has held it in 22 quarters since. The position peaked at $832K in Q4 2024. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Grove Bank & Trust held 2,310 shares of Vanguard Morningstar Growth ETF worth $208K as of Q3 2026.
  • Grove Bank & Trust bought 1,510 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $132K.
  • Vanguard Morningstar Growth ETF made up 0.02% of Grove Bank & Trust's portfolio in Q3 2026, its #263 holding.
  • Grove Bank & Trust first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and has held it in 22 quarters since.
  • Grove Bank & Trust's Vanguard Morningstar Growth ETF position peaked at $832K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.