Trust Company of Vermont’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$37.5K	Hold	245	–	–	﹤0.01%	621
2025 Q3	$37K	Buy	245 +45	+23%	+$6.47K	﹤0.01%	612
2025 Q2	$27.8K	Hold	200	–	–	﹤0.01%	650
2025 Q1	$22.6K	Hold	200	–	–	﹤0.01%	651
2024 Q4	$23.9K	Buy	+200	New	+$24.9K	﹤0.01%	644
2019 Q3	–	Sell	-85	Closed	-$4K	–	1002
2019 Q2	$4K	Sell	85 -725	-90%	-$33.1K	﹤0.01%	865
2019 Q1	$35K	Sell	810 -665	-45%	-$29K	﹤0.01%	524
2018 Q4	$58K	Sell	1,475 -1,285	-47%	-$54.3K	0.01%	446
2018 Q3	$131K	Hold	2,760	–	–	0.01%	376
2018 Q2	$135K	Buy	2,760 +85	+3%	+$4.29K	0.01%	381
2018 Q1	$133K	Buy	2,675 +70	+3%	+$3.6K	0.01%	361
2017 Q4	$133K	Buy	2,605 +375	+17%	+$18.8K	0.01%	371
2017 Q3	$109K	Buy	+2,230	New	+$103K	0.01%	391

Other funds holding GRID

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Trust Company of Vermont held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q4 2025 at 245 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Trust Company of Vermont first reported a position in GRID in Q3 2017 and has held it in 13 quarters since. The position peaked at $135K in Q2 2018. 462 funds tracked by Wall St. Rank hold GRID as of Q4 2025.

Trust Company of Vermont held 245 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $37.5K as of Q4 2025.
Trust Company of Vermont left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q4 2025.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #621 holding.
Trust Company of Vermont first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2017 and has held it in 13 quarters since.
Trust Company of Vermont's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $135K in Q2 2018.
462 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2025.

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