EdgeMarket › What Grove Bank & Trust reported owning
What Grove Bank & Trust reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
884.4MPositions
856Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 74.2M | 8.4% | 124.2K | 703.71 | +20.0% |
| AAPL Apple Inc. | 41.0M | 4.6% | 161.6K | 309.35 | +36.9% |
| IJH iShares Core S&P Mid-Cap ETF | 40.7M | 4.6% | 602.6K | 76.77 | +20.8% |
| IJR iShares Core S&P Small-Cap ETF | 34.4M | 3.9% | 276.7K | 147.31 | +29.0% |
| IEFA iShares Core MSCI EAFE ETF | 30.2M | 3.4% | 333.8K | 100.85 | +16.8% |
| IVV iShares Core S&P 500 ETF | 29.1M | 3.3% | 44.6K | 769.31 | +20.0% |
| IEMG iShares Core MSCI Emerging Markets ETF | 25.9M | 2.9% | 371.7K | 81.57 | +31.9% |
| NVDA NVIDIA CORP | 19.6M | 2.2% | 112.1K | 214.72 | +22.4% |
| VGSH Vanguard Short-Term Treasury ETF | 18.0M | 2.0% | 308.2K | 58.13 | -0.9% |
| XLE State Street Energy Select Sector SPDR ETF | 15.1M | 1.7% | 247.1K | 63.64 | +48.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 14.4M | 1.6% | 289.6K | 49.54 | +1.4% |
| IWF iShares Russell 1000 Growth Fund | 14.3M | 1.6% | 33.5K | 122.39 | +11.2% |
| SPY SPDR S&P 500 ETF TRUST | 14.1M | 1.6% | 21.8K | 765.72 | +20.0% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 13.4M | 1.5% | 169.3K | 78.59 | -1.3% |
| VDE Vanguard Energy ETF | 13.3M | 1.5% | 76.8K | 179.58 | +49.2% |
| IAU ISHARES GOLD TRUST | 12.9M | 1.5% | 146.5K | 86.79 | +37.5% |
| MSFT MICROSOFT CORP | 12.9M | 1.5% | 34.8K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 12.3M | 1.4% | 42.8K | 344.82 | +73.0% |
| SUB iShares Short-Term National Muni Bond ETF | 12.3M | 1.4% | 115.4K | 106.30 | -0.6% |
| USHY iShares Broad USD High Yield Corporate Bond ET | 12.2M | 1.4% | 331.3K | 36.84 | -1.4% |
| AMZN AMAZON COM INC | 12.1M | 1.4% | 58.0K | 258.63 | +15.6% |
| VTV Vanguard Morningstar Value ETF | 11.1M | 1.3% | 56.7K | 226.40 | +24.6% |
| VEA Vanguard FTSE Developed Markets ETF | 10.9M | 1.2% | 170.0K | 73.42 | +24.7% |
| VWO Vanguard FTSE Emerging Markets ETF | 10.5M | 1.2% | 193.7K | 60.45 | +17.7% |
| LMBS First Trust Low Duration Opportunities ETF | 10.4M | 1.2% | 208.4K | 49.53 | -0.0% |
| XOM ExxonMobil Holdings Corp | 10.4M | 1.2% | 61.0K | 165.11 | +52.1% |
| GLD SPDR GOLD TRUST | 10.3M | 1.2% | 23.9K | 423.36 | +37.3% |
| EFA iShares MSCI EAFE ETF | 9.8M | 1.1% | 101.2K | 108.24 | +17.1% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 9.3M | 1.1% | 65.6K | 167.97 | +20.5% |
| JPM JPMORGAN CHASE & CO | 8.9M | 1.0% | 30.4K | 351.58 | +20.3% |
| BND Vanguard Total Bond Market ETF | 7.8M | 0.9% | 106.3K | 72.23 | -1.8% |
| GOOG Alphabet Inc. | 7.7M | 0.9% | 27.0K | 341.75 | +70.7% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 7.5M | 0.9% | 12.2K | 699.60 | +20.6% |
| VO Vanguard Morningstar Mid-Cap ETF | 7.0M | 0.8% | 24.5K | 82.97 | +15.9% |
| LLY ELI LILLY & Co | 7.0M | 0.8% | 7.6K | 1,255.40 | +78.0% |
| COST COSTCO WHOLESALE CORP /NEW | 6.9M | 0.8% | 6.9K | 947.74 | -4.7% |
| EEM iShares MSCI Emerging Markets ETF | 6.3M | 0.7% | 111.4K | 67.12 | +34.9% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6.3M | 0.7% | 63.5K | 97.35 | -1.7% |
| META Meta Platforms, Inc. | 6.3M | 0.7% | 10.9K | 549.90 | -26.5% |
| AVEM Avantis Emerging Markets Equity ETF | 6.2M | 0.7% | 77.2K | 94.24 | +33.1% |
| VB Vanguard Morningstar Small-Cap ETF | 6.2M | 0.7% | 23.7K | 304.76 | +24.4% |
| V VISA INC. | 5.0M | 0.6% | 16.5K | 371.04 | +7.9% |
| AVGO Broadcom Inc. | 4.7M | 0.5% | 15.2K | 368.45 | +26.5% |
| AVDE Avantis International Equity ETF | 4.7M | 0.5% | 55.0K | 94.26 | +22.4% |
| TSLA Tesla, Inc. | 4.3M | 0.5% | 11.4K | 362.86 | +12.0% |
| CVX CHEVRON CORP | 4.1M | 0.5% | 19.7K | 205.27 | +34.0% |
| AN AUTONATION, INC. | 3.9M | 0.4% | 20.0K | 199.49 | -4.8% |
| BAC BANK OF AMERICA CORP /DE/ | 3.7M | 0.4% | 76.5K | 61.69 | +27.6% |
| VNQ Vanguard Real Estate ETF | 3.6M | 0.4% | 41.0K | 98.50 | +8.6% |
| IRT INDEPENDENCE REALTY TRUST, INC. | 3.5M | 0.4% | 236.7K | 16.59 | -4.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →