Trust Company of Vermont’s Vanguard ESG US Stock ETF ESGV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$192K	Hold	1,588	–	–	0.01%	364
2025 Q3	$188K	Buy	1,588 +19	+1%	+$2.16K	0.01%	364
2025 Q2	$172K	Buy	1,569 +669	+74%	+$67.4K	0.01%	366
2025 Q1	$88.2K	Hold	900	–	–	﹤0.01%	433
2024 Q4	$94.4K	Hold	900	–	–	﹤0.01%	436
2024 Q3	$91.5K	Hold	900	–	–	﹤0.01%	424
2024 Q2	$87K	Hold	900	–	–	﹤0.01%	418
2024 Q1	$83.9K	Hold	900	–	–	﹤0.01%	409
2023 Q4	$76.6K	Hold	900	–	–	0.01%	387
2023 Q3	$67.7K	Hold	900	–	–	﹤0.01%	416
2023 Q2	$70.5K	Hold	900	–	–	﹤0.01%	434
2023 Q1	$64.5K	Hold	900	–	–	﹤0.01%	461
2022 Q4	$59.3K	Hold	900	–	–	﹤0.01%	460
2022 Q3	$57K	Buy	900 +100	+13%	+$7.02K	﹤0.01%	469
2022 Q2	$53K	Buy	+800	New	+$57.8K	﹤0.01%	468
2022 Q1	–	Sell	-300	Closed	-$26K	–	441
2021 Q4	$26K	Buy	+300	New	+$25.6K	﹤0.01%	556
2021 Q3	–	Sell	-100	Closed	-$8K	–	431
2021 Q2	$8K	Buy	+100	New	+$7.76K	﹤0.01%	662

Other funds holding ESGV

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Trust Company of Vermont held its Vanguard ESG US Stock ETF (ESGV) position steady in Q4 2025 at 1,588 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #364.

Trust Company of Vermont first reported a position in ESGV in Q2 2021 and has held it in 17 quarters since. 690 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

Trust Company of Vermont held 1,588 shares of Vanguard ESG US Stock ETF worth $192K as of Q4 2025.
Trust Company of Vermont left its Vanguard ESG US Stock ETF share count unchanged in Q4 2025.
Vanguard ESG US Stock ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #364 holding.
Trust Company of Vermont first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 17 quarters since.
690 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

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