Grove Street Fiduciary, LLC Reduced Holdings in Q2 2025

Grove Street Fiduciary, LLC

  • $207 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
-7.12K
- 1.3%
$26.18 - $26.93 $186K - $192K
540K $14.4B
VO
Vanguard Mid Cap ETF

ETFs
-761
- 32.56%
$228.54 - $279.83 $174K - $213K
1.58K $441M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-100
- 5.17%
$483.48 - $539.8 $48.3K - $54K
1.83K $890M
SCHO
Schwab Short Term Us Treasury

ETFs
-6.2K
- 2.04%
$24.19 - $24.45 $150K - $151K
298K $7.26B
DFIP
Dimensional ETF Tr Inflation P

ETFs
-2.6K
- 2.75%
$41.11 - $42.42 $107K - $110K
91.6K $3.83B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-3.56K
- 5.31%
$50.09 - $51.09 $178K - $182K
63.5K $3.24B
AAPL
Apple Inc.

Technology
-16
- 0.26%
$172.42 - $223.89 $2.76K - $3.58K
6.08K $1.25B
ABBV
Abb Vie Inc.

Healthcare
-16
- 0.58%
$170.16 - $206.27 $2.72K - $3.3K
2.73K $507M
VGSH
Vanguard

ETFs
-1.05K
- 2.34%
$58.32 - $58.95 $61K - $61.7K
43.7K $2.57B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.94K
- 0.83%
$22.68 - $23.28 $89.3K - $91.7K
469K $10.9B
XOM
Exxon Mobil Corp

Energy
-22
- 0.62%
$99.93 - $119.04 $2.2K - $2.62K
3.51K $379M
HD
Home Depot, Inc.

Consumer Cyclical
-67
- 4.95%
$335.24 - $380.78 $22.5K - $25.5K
1.29K $472M
VNQ
Vanguard Specialized Funds Van

ETFs
-223
- 8.35%
$79.79 - $91.42 $17.8K - $20.4K
2.45K $218M
PG
Procter & Gamble CO

Consumer Defensive
-19
- 1.3%
$157.66 - $172.39 $3K - $3.28K
1.44K $230M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-330
- 0.67%
$72.02 - $73.82 $23.8K - $24.4K
49K $3.61B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-498
- 7.07%
$36.25 - $42.28 $18.1K - $21.1K
6.54K $277M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-197
- 4.85%
$61.25 - $63.4 $12.1K - $12.5K
3.86K $245M
VTV
Vanguard Value ETF

ETFs
-149
- 3.47%
$153.67 - $176.74 $22.9K - $26.3K
4.15K $733M
TIP
Ishares Tr Tips Bd ETF

ETFs
-18
- 0.79%
$107.93 - $110.97 $1.94K - $2K
2.27K $250M
BR
Broadridge Financial Solutions, Inc.

Technology
-19
- 1.56%
$217.22 - $246.25 $4.13K - $4.68K
1.2K $291M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 2.34%
$908.13 - $1056.85 $4.54K - $5.28K
209 $207M
ADP
Automatic Data Processing Inc

Industrials
-12
- 0.38%
$276.76 - $326.81 $3.32K - $3.92K
3.12K $961M
ABT
Abbott Laboratories

Healthcare
-25
- 0.9%
$123.95 - $138.08 $3.1K - $3.45K
2.75K $373M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-45
- 7.53%
$456.74 - $568.03 $20.6K - $25.6K
553 $314M
VB
Vanguard Small Cap ETF

ETFs
-203
- 3.62%
$193.73 - $237.37 $39.3K - $48.2K
5.41K $1.28B
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.46K
- 7.09%
$54.19 - $67.22 $133K - $165K
32.2K $2.17B
BNDX
Vanguard Total International B

ETFs
-3.14K
- 0.99%
$48.77 - $49.55 $153K - $156K
314K $15.6B
DFAT
Dimensional ETF Tr U S Target

ETFs
-586
- 1.42%
$44.8 - $53.97 $26.3K - $31.6K
40.7K $2.19B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-302
- 0.95%
$39.89 - $49.46 $12K - $14.9K
31.4K $1.55B
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.55K
- 1.83%
$141.87 - $164.49 $362K - $420K
137K $22.5B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-3.41K
- 6.2%
$59.57 - $75.11 $203K - $256K
51.6K $3.87B
INQQ
Exchange Traded Concepts Tr In

ETFs
-2.25K
- 1.49%
$13.61 - $16.6 $30.6K - $37.3K
149K $2.47B
MSFT
Microsoft Corp

Technology
-9
- 0.22%
$354.56 - $497.45 $3.19K - $4.48K
4.17K $2.07B
VEA
Vanguard Ftse Developed Market

ETFs
-575
- 0.46%
$45.65 - $57.01 $26.2K - $32.8K
125K $7.15B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.48K
- 3.11%
$104.23 - $134.39 $258K - $333K
77K $10.4B
EMQQ
Emqq Emerging Markets Internet

ETFs
-43.1K
- 4.76%
$33.1 - $41.67 $1.43M - $1.8M
863K $36B
FMQQ
Exchange Traded Concpts Tr Fmq
-44.6K
- 4.22%
$11.57 - $15.17 $516K - $676K
1.01M $15.3B
Activity Summary
Buys All Purchases 10 New Holdings 6 Increased Positions 4 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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