Trust Company of Vermont’s iShares Core Dividend Growth ETF DGRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$406K	Buy	5,844 +122	+2%	+$8.39K	0.02%	276
2025 Q3	$390K	Buy	5,722 +522	+10%	+$34.5K	0.02%	278
2025 Q2	$332K	Buy	5,200 +749	+17%	+$45.7K	0.02%	288
2025 Q1	$275K	Hold	4,451	–	–	0.01%	304
2024 Q4	$273K	Buy	4,451 +1,450	+48%	+$91.5K	0.01%	306
2024 Q3	$188K	Hold	3,001	–	–	0.01%	338
2024 Q2	$173K	Hold	3,001	–	–	0.01%	333
2024 Q1	$174K	Hold	3,001	–	–	0.01%	332
2023 Q4	$162K	Buy	+3,001	New	+$152K	0.01%	307
2023 Q3	–	Sell	-157	Closed	-$8.09K	–	820
2023 Q2	$8.09K	Hold	157	–	–	﹤0.01%	694
2023 Q1	$7.85K	Sell	157 -225	-59%	-$11.3K	﹤0.01%	734
2022 Q4	$19.1K	Hold	382	–	–	﹤0.01%	588
2022 Q3	$17K	Buy	382 +301	+372%	+$14.8K	﹤0.01%	618
2022 Q2	$4K	Buy	+81	New	+$4.08K	﹤0.01%	799
2022 Q1	–	Sell	-200	Closed	-$11K	–	413
2021 Q4	$11K	Buy	+200	New	+$10.7K	﹤0.01%	656
2021 Q3	–	Sell	-200	Closed	-$10K	–	406
2021 Q2	$10K	Hold	200	–	–	﹤0.01%	639
2021 Q1	$10K	Hold	200	–	–	﹤0.01%	627
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	638
2020 Q3	$8K	Sell	200 -3,679	-95%	-$146K	﹤0.01%	628
2020 Q2	$146K	Buy	3,879 +3,679	+1,840%	+$134K	0.01%	312
2020 Q1	$7K	Hold	200	–	–	﹤0.01%	701
2019 Q4	$8K	Buy	+200	New	+$8.09K	﹤0.01%	733
2019 Q1	–	Sell	-521	Closed	-$17K	–	984
2018 Q4	$17K	Buy	+521	New	+$18.3K	﹤0.01%	645

Other funds holding DGRO

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Trust Company of Vermont increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.1% in Q4 2025, buying an estimated $8.39K and bringing the position to 5,844 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #276.

Trust Company of Vermont first reported a position in DGRO in Q4 2018 and has held it in 23 quarters since. 1,280 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Trust Company of Vermont held 5,844 shares of iShares Core Dividend Growth ETF worth $406K as of Q4 2025.
Trust Company of Vermont bought 122 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $8.39K.
iShares Core Dividend Growth ETF made up 0.02% of Trust Company of Vermont's portfolio in Q4 2025, its #276 holding.
Trust Company of Vermont first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 23 quarters since.
1,280 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

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