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Trust Company of Vermont’s VanEck CLO ETF CLOI Stock Holding History

Trust Company of Vermont’s Portfolio CLOI Stock Details CLOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-141
Closed -$7.49K – 1142
2025
Q3 		$7.49K Buy
+141
New +$7.46K ﹤0.01% 874

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

Trust Company of Vermont sold out of VanEck CLO ETF (CLOI) in Q4 2025, closing a stake of 141 shares — an estimated $7.49K sold.

Trust Company of Vermont first reported a position in CLOI in Q3 2025 and held it in 1 quarter. The position peaked at $7.49K in Q3 2025. 177 funds tracked by Wall St. Rank hold CLOI as of Q4 2025.

  • Trust Company of Vermont reported no remaining VanEck CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 141 VanEck CLO ETF shares in Q4 2025, an estimated $7.49K.
  • Trust Company of Vermont first reported a position in VanEck CLO ETF in Q3 2025 and held it in 1 quarter.
  • Trust Company of Vermont's VanEck CLO ETF position peaked at $7.49K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q4 2025.

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