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Grove Bank & Trust’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Grove Bank & Trust’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$172K Hold
489
– – 0.02% 289
2026
Q2 		$168K Hold
489
– – 0.02% 285
2026
Q1 		$146K Buy
489
+123
+34% +$38.5K 0.02% 296
2025
Q4 		$115K Hold
366
– – 0.01% 324
2025
Q3 		$113K Hold
366
– – 0.01% 319
2025
Q2 		$104K Hold
366
– – 0.01% 332
2025
Q1 		$94.1K Hold
366
– – 0.01% 326
2024
Q4 		$98.7K Hold
366
– – 0.01% 297
2024
Q3 		$96.4K Hold
366
– – 0.01% 295
2024
Q2 		$91.4K Hold
366
– – 0.01% 290
2024
Q1 		$87.8K Hold
366
– – 0.01% 306
2023
Q4 		$79.8K Hold
366
– – 0.01% 304
2023
Q3 		$71.6K Hold
366
– – 0.01% 321
2023
Q2 		$74.2K Hold
366
– – 0.02% 319
2023
Q1 		$68.4K Buy
+366
New +$66.6K 0.01% 338
2017
Q1 		– Sell
-2,260
Closed -$231K – 579
2016
Q4 		$231K Hold
2,260
– – 0.18% 100
2016
Q3 		$224K Hold
2,260
– – 0.19% 93
2016
Q2 		$217K Hold
2,260
– – 0.19% 87
2016
Q1 		$212K Buy
2,260
+500
+28% +$44.6K 0.19% 88
2015
Q4 		$165K Buy
+1,760
New +$166K 0.15% 105

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

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

Grove Bank & Trust held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 489 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #289.

Grove Bank & Trust first reported a position in VV in Q4 2015 and has held it in 20 quarters since. The position peaked at $231K in Q4 2016. 83 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Grove Bank & Trust held 489 shares of Vanguard Morningstar Large-Cap ETF worth $172K as of Q3 2026.
  • Grove Bank & Trust left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Grove Bank & Trust's portfolio in Q3 2026, its #289 holding.
  • Grove Bank & Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2015 and has held it in 20 quarters since.
  • Grove Bank & Trust's Vanguard Morningstar Large-Cap ETF position peaked at $231K in Q4 2016.
  • 83 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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