Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Grove Bank & Trust (CIK 1662212) reported $884.4M across 851 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($74.2M, 8.39%), AAPL ($41.0M, 4.64%), IJH ($40.7M, 4.60%), IJR ($34.4M, 3.89%), IEFA ($30.2M, 3.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $74.2M | 8.39% | 124,191 | Added |
| 2 | AAPL | APPLE INC | $41.0M | 4.64% | 161,553 | Trimmed |
| 3 | IJH | ISHARES TR | $40.7M | 4.60% | 602,577 | Trimmed |
| 4 | IJR | ISHARES TR | $34.4M | 3.89% | 276,664 | Trimmed |
| 5 | IEFA | ISHARES TR | $30.2M | 3.42% | 333,756 | Added |
| 6 | IVV | ISHARES TR | $29.1M | 3.29% | 44,565 | Trimmed |
| 7 | IEMG | ISHARES INC | $25.9M | 2.93% | 371,688 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $19.6M | 2.21% | 112,103 | Trimmed |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | $18.0M | 2.04% | 308,180 | Added |
| 10 | XLE | SELECT SECTOR SPDR TR | $15.1M | 1.71% | 247,145 | Added |
| 11 | VTEB | VANGUARD MUN BD FDS | $14.4M | 1.63% | 289,606 | Added |
| 12 | IWF | ISHARES TR | $14.3M | 1.61% | 33,458 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $14.1M | 1.60% | 21,751 | Trimmed |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $13.4M | 1.52% | 169,347 | Added |
| 15 | VDE | VANGUARD WORLD FD | $13.3M | 1.50% | 76,790 | Added |
| 16 | MSFT | MICROSOFT CORP | $12.9M | 1.46% | 34,834 | Trimmed |
| 17 | IAU | ISHARES GOLD TR | $12.9M | 1.46% | 146,468 | Added |
| 18 | SUB | ISHARES TR | $12.3M | 1.39% | 115,406 | Added |
| 19 | GOOGL | ALPHABET INC | $12.3M | 1.39% | 42,814 | Added |
| 20 | USHY | ISHARES TR | $12.2M | 1.38% | 331,294 | Added |
| 21 | AMZN | AMAZON COM INC | $12.1M | 1.37% | 58,036 | Trimmed |
| 22 | VTV | VANGUARD INDEX FDS | $11.1M | 1.26% | 56,676 | Added |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $10.9M | 1.23% | 170,028 | Added |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $10.5M | 1.18% | 193,659 | Added |
| 25 | LMBS | FIRST TR EXCHANGE-TRADED FD | $10.4M | 1.17% | 208,437 | Added |
Source: SEC Form 13F filings · as of 2026-03-31