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 $1.01B across 886 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($95.1M, 9.43%), AAPL ($48.0M, 4.76%), IJH ($46.8M, 4.64%), IJR ($41.9M, 4.16%), IEFA ($36.4M, 3.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $95.1M | 9.43% | 138,497 | Added |
| 2 | AAPL | APPLE INC | $48.0M | 4.76% | 165,787 | Added |
| 3 | IJH | ISHARES TR | $46.8M | 4.64% | 606,822 | Added |
| 4 | IJR | ISHARES TR | $41.9M | 4.16% | 282,798 | Added |
| 5 | IEFA | ISHARES TR | $36.4M | 3.61% | 376,422 | Added |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | $34.2M | 3.39% | 586,889 | Added |
| 7 | IVV | ISHARES TR | $33.0M | 3.27% | 44,070 | Trimmed |
| 8 | IEMG | ISHARES INC | $32.5M | 3.22% | 392,048 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $22.9M | 2.27% | 114,233 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $17.0M | 1.69% | 22,763 | Added |
| 11 | IWF | ISHARES TR | $16.8M | 1.66% | 135,074 | Added |
| 12 | GOOGL | ALPHABET INC | $15.8M | 1.57% | 44,267 | Added |
| 13 | VTEB | VANGUARD MUN BD FDS | $14.7M | 1.46% | 290,478 | Added |
| 14 | AMZN | AMAZON COM INC | $14.5M | 1.44% | 61,018 | Added |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $14.0M | 1.39% | 177,534 | Added |
| 16 | MSFT | MICROSOFT CORP | $13.9M | 1.38% | 37,203 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $13.6M | 1.35% | 227,564 | Added |
| 18 | VTV | VANGUARD INDEX FDS | $12.9M | 1.28% | 59,101 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $12.9M | 1.28% | 181,706 | Added |
| 20 | USHY | ISHARES TR | $12.6M | 1.25% | 341,672 | Added |
| 21 | SUB | ISHARES TR | $12.5M | 1.24% | 116,994 | Added |
| 22 | IAU | ISHARES GOLD TR | $11.8M | 1.17% | 156,618 | Added |
| 23 | LMBS | FIRST TR EXCHANGE-TRADED FD | $10.9M | 1.08% | 219,414 | Added |
| 24 | EFA | ISHARES TR | $10.8M | 1.07% | 103,773 | Added |
| 25 | ITOT | ISHARES TR | $10.8M | 1.07% | 65,477 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30