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
2026 Q2	$47K	Buy	+245	New	+$46K	﹤0.01%	618
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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Trust Company of Vermont's GRID Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 245 shares worth $47K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in GRID as recently as Q4 2025.

Trust Company of Vermont first reported a position in GRID in Q3 2017 and has held it in 14 quarters since. The position peaked at $135K in Q2 2018. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Trust Company of Vermont held 245 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $47K as of Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Trust Company of Vermont position in Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #618 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 14 quarters since.
Trust Company of Vermont's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $135K in Q2 2018.
630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

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