Trust Company of Vermont’s Ares Capital ARCC Stock Holding History

Trust Company of Vermont’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$398K	Buy	19,680 +1,585	+9%	+$32K	0.02%	279
2025 Q3	$369K	Hold	18,095	–	–	0.02%	282
2025 Q2	$397K	Sell	18,095 -905	-5%	-$19.2K	0.02%	277
2025 Q1	$421K	Sell	19,000 -181	-0.9%	-$4.11K	0.02%	262
2024 Q4	$420K	Buy	19,181 +4,799	+33%	+$104K	0.02%	269
2024 Q3	$301K	Hold	14,382	–	–	0.02%	289
2024 Q2	$300K	Buy	14,382 +181	+1%	+$3.78K	0.02%	273
2024 Q1	$296K	Hold	14,201	–	–	0.02%	274
2023 Q4	$284K	Hold	14,201	–	–	0.02%	252
2023 Q3	$276K	Hold	14,201	–	–	0.02%	267
2023 Q2	$267K	Hold	14,201	–	–	0.02%	283
2023 Q1	$260K	Hold	14,201	–	–	0.02%	286
2022 Q4	$262K	Sell	14,201 -2,728	-16%	-$51.2K	0.02%	271
2022 Q3	$286K	Buy	16,929 +2,728	+19%	+$52.7K	0.02%	258
2022 Q2	$255K	Hold	14,201	–	–	0.02%	272
2022 Q1	$298K	Hold	14,201	–	–	0.02%	267
2021 Q4	$301K	Hold	14,201	–	–	0.02%	279
2021 Q3	$289K	Hold	14,201	–	–	0.02%	267
2021 Q2	$278K	Hold	14,201	–	–	0.02%	276
2021 Q1	$266K	Hold	14,201	–	–	0.02%	271
2020 Q4	$240K	Hold	14,201	–	–	0.02%	270
2020 Q3	$198K	Buy	14,201 +5,000	+54%	+$71.1K	0.02%	279
2020 Q2	$133K	Hold	9,201	–	–	0.01%	327
2020 Q1	$99K	Hold	9,201	–	–	0.01%	358
2019 Q4	$172K	Hold	9,201	–	–	0.01%	330
2019 Q3	$171K	Buy	+9,201	New	+$171K	0.01%	340
2018 Q2	–	Sell	-250	Closed	-$4K	–	1063
2018 Q1	$4K	Hold	250	–	–	﹤0.01%	848
2017 Q4	$4K	Sell	250 -650	-72%	-$10.6K	﹤0.01%	859
2017 Q3	$15K	Buy	900 +250	+38%	+$4.05K	﹤0.01%	674
2017 Q2	$11K	Hold	650	–	–	﹤0.01%	721
2017 Q1	$11K	Hold	650	–	–	﹤0.01%	689
2016 Q4	$11K	Buy	+650	New	+$10.2K	﹤0.01%	687

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trust Company of Vermont's ARCC Position: Q4 2025 in Review

Trust Company of Vermont increased its Ares Capital (ARCC) stake by 8.8% in Q4 2025, buying an estimated $32K and bringing the position to 19,680 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #279.

Trust Company of Vermont first reported a position in ARCC in Q4 2016 and has held it in 32 quarters since. The position peaked at $421K in Q1 2025. 830 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

Trust Company of Vermont held 19,680 shares of Ares Capital worth $398K as of Q4 2025.
Trust Company of Vermont bought 1,585 Ares Capital shares in Q4 2025, an estimated $32K.
Ares Capital made up 0.02% of Trust Company of Vermont's portfolio in Q4 2025, its #279 holding.
Trust Company of Vermont first reported a position in Ares Capital in Q4 2016 and has held it in 32 quarters since.
Trust Company of Vermont's Ares Capital position peaked at $421K in Q1 2025.
830 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.