VOO VANGUARD S&P 500 ETF

Ownership history in Grove Bank & Trust  ·  35 quarters on record

AI Ownership Summary

Grove Bank & Trust reported VANGUARD S&P 500 ETF (VOO) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 12.46% in 2024 Q4. The latest visible filing shows VOO at 8.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in VANGUARD S&P 500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VOO was reported at 8.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.46% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grove Bank & Trust held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 124,191 +2,687 +2.2% 8.39% $74.2M 2026-04-08 $621.34
2025 Q4 ADDED 121,504 +1,864 +1.6% 8.57% $76.2M 2026-01-08 $632.06
2025 Q3 REDUCED 119,640 -705 -0.6% 8.57% $73.3M 2025-10-06 $613.72
2025 Q2 REDUCED 120,345 -42,863 -26.3% 8.53% $68.4M 2025-07-11 $568.18
2025 Q1 REDUCED 163,208 -3,385 -2.0% 11.21% $83.9M 2025-04-17 $478.17
2024 Q4 ADDED 166,593 +14,308 +9.4% 12.46% $89.8M 2025-01-16 $535.94
2024 Q3 ADDED 152,285 +8,694 +6.1% 11.87% $80.4M 2024-10-11 $522.91
2024 Q2 ADDED 143,591 +14,076 +10.9% 11.53% $71.8M 2024-07-24 $486.62
2024 Q1 ADDED 129,515 +11,264 +9.5% 10.49% $62.3M 2024-04-30 $449.93
2023 Q4 ADDED 118,251 +23,026 +24.2% 9.50% $51.7M 2024-01-30 $438.52
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Grove Bank & Trust and VOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning VOO?

Grove Bank & Trust reported VOO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VOO position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for VOO was 12.46% in 2024 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when Grove Bank & Trust reported 124,191 shares, equal to 8.39% of portfolio, with an estimated market value of $74.2M.

What does the chart on this VOO ownership page compare?

The chart compares Grove Bank & Trust's quarterly VOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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