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
2026 Q2	$693K	Buy	+9,138	New	+$674K	0.03%	239
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $672B AUM 33.48% 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: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 9,138 shares worth $693K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in DGRO as recently as Q4 2025.

Trust Company of Vermont first reported a position in DGRO in Q4 2018 and has held it in 24 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Trust Company of Vermont held 9,138 shares of iShares Core Dividend Growth ETF worth $693K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Trust Company of Vermont position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.03% of Trust Company of Vermont's portfolio in Q2 2026, its #239 holding.
Trust Company of Vermont first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 24 quarters since.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.