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 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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

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

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

Grove Bank & Trust held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 489 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #285.

Grove Bank & Trust first reported a position in VV in Q4 2015 and has held it in 19 quarters since. The position peaked at $231K in Q4 2016. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Grove Bank & Trust held 489 shares of Vanguard Morningstar Large-Cap ETF worth $168K as of Q2 2026.
Grove Bank & Trust left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Grove Bank & Trust's portfolio in Q2 2026, its #285 holding.
Grove Bank & Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2015 and has held it in 19 quarters since.
Grove Bank & Trust's Vanguard Morningstar Large-Cap ETF position peaked at $231K in Q4 2016.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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