Trust Company of Vermont’s Badger Meter BMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$65.4K	Hold	375	–	–	﹤0.01%	523
2025 Q3	$67K	Sell	375 -25	-6%	-$4.92K	﹤0.01%	515
2025 Q2	$98K	Hold	400	–	–	﹤0.01%	442
2025 Q1	$76.1K	Sell	400 -75	-16%	-$15.7K	﹤0.01%	459
2024 Q4	$101K	Hold	475	–	–	﹤0.01%	424
2024 Q3	$104K	Hold	475	–	–	0.01%	405
2024 Q2	$88.5K	Sell	475 -25	-5%	-$4.57K	﹤0.01%	417
2024 Q1	$80.9K	Hold	500	–	–	﹤0.01%	412
2023 Q4	$77.2K	Hold	500	–	–	0.01%	386
2023 Q3	$71.9K	Hold	500	–	–	﹤0.01%	407
2023 Q2	$73.8K	Sell	500 -75	-13%	-$10.3K	﹤0.01%	426
2023 Q1	$70K	Hold	575	–	–	﹤0.01%	441
2022 Q4	$62.7K	Hold	575	–	–	﹤0.01%	451
2022 Q3	$53K	Hold	575	–	–	﹤0.01%	480
2022 Q2	$47K	Buy	+575	New	+$47.5K	﹤0.01%	485
2022 Q1	–	Sell	-575	Closed	-$61K	–	363
2021 Q4	$61K	Buy	+575	New	+$60.6K	﹤0.01%	464
2021 Q3	–	Sell	-575	Closed	-$56K	–	353
2021 Q2	$56K	Hold	575	–	–	﹤0.01%	465
2021 Q1	$54K	Hold	575	–	–	﹤0.01%	454
2020 Q4	$54K	Hold	575	–	–	﹤0.01%	443
2020 Q3	$38K	Hold	575	–	–	﹤0.01%	455
2020 Q2	$36K	Sell	575 -25	-4%	-$1.48K	﹤0.01%	470
2020 Q1	$32K	Hold	600	–	–	﹤0.01%	494
2019 Q4	$39K	Hold	600	–	–	﹤0.01%	507
2019 Q3	$32K	Hold	600	–	–	﹤0.01%	543
2019 Q2	$36K	Hold	600	–	–	﹤0.01%	528
2019 Q1	$33K	Hold	600	–	–	﹤0.01%	530
2018 Q4	$30K	Hold	600	–	–	﹤0.01%	542
2018 Q3	$32K	Hold	600	–	–	﹤0.01%	584
2018 Q2	$27K	Hold	600	–	–	﹤0.01%	633
2018 Q1	$28K	Hold	600	–	–	﹤0.01%	592
2017 Q4	$29K	Hold	600	–	–	﹤0.01%	596
2017 Q3	$29K	Hold	600	–	–	﹤0.01%	578
2017 Q2	$24K	Hold	600	–	–	﹤0.01%	619
2017 Q1	$22K	Hold	600	–	–	﹤0.01%	603
2016 Q4	$22K	Hold	600	–	–	﹤0.01%	598
2016 Q3	$20K	Hold	600	–	–	﹤0.01%	569
2016 Q2	$22K	Hold	600	–	–	﹤0.01%	505
2016 Q1	$20K	Hold	600	–	–	﹤0.01%	523
2015 Q4	$18K	Hold	600	–	–	﹤0.01%	546
2015 Q3	$17K	Hold	600	–	–	﹤0.01%	557
2015 Q2	$19K	Hold	600	–	–	﹤0.01%	561
2015 Q1	$18K	Hold	600	–	–	﹤0.01%	568
2014 Q4	$18K	Hold	600	–	–	﹤0.01%	569
2014 Q3	$15K	Hold	600	–	–	﹤0.01%	593
2014 Q2	$16K	Hold	600	–	–	﹤0.01%	557
2014 Q1	$17K	Hold	600	–	–	﹤0.01%	540
2013 Q4	$16K	Hold	600	–	–	﹤0.01%	518
2013 Q3	$14K	Hold	600	–	–	﹤0.01%	523
2013 Q2	$13K	Buy	+600	New	+$13.7K	﹤0.01%	534

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Trust Company of Vermont held its Badger Meter (BMI) position steady in Q4 2025 at 375 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Trust Company of Vermont first reported a position in BMI in Q2 2013 and has held it in 49 quarters since. The position peaked at $104K in Q3 2024. 486 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

Trust Company of Vermont held 375 shares of Badger Meter worth $65.4K as of Q4 2025.
Trust Company of Vermont left its Badger Meter share count unchanged in Q4 2025.
Badger Meter made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #523 holding.
Trust Company of Vermont first reported a position in Badger Meter in Q2 2013 and has held it in 49 quarters since.
Trust Company of Vermont's Badger Meter position peaked at $104K in Q3 2024.
486 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

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