Trust Company of Vermont’s iShares Core High Dividend ETF HDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$345K	Buy	14,180 +1,610	+13%	+$39.2K	0.01%	291
2025 Q3	$308K	Buy	12,570 +1,000	+9%	+$24.2K	0.01%	300
2025 Q2	$271K	Buy	11,570 +2,155	+23%	+$49.7K	0.01%	308
2025 Q1	$228K	Sell	9,415 -1,115	-11%	-$26.1K	0.01%	324
2024 Q4	$236K	Buy	10,530 +7,155	+212%	+$168K	0.01%	321
2024 Q3	$79.4K	Buy	+3,375	New	+$77.3K	﹤0.01%	448
2023 Q2	–	Sell	-260	Closed	-$5.29K	–	862
2023 Q1	$5.29K	Hold	260	–	–	﹤0.01%	770
2022 Q4	$5.42K	Sell	260 -115	-31%	-$2.35K	﹤0.01%	769
2022 Q3	$7K	Buy	+375	New	+$7.58K	﹤0.01%	782
2020 Q3	–	Sell	-11,100	Closed	-$180K	–	762
2020 Q2	$180K	Buy	+11,100	New	+$179K	0.02%	288
2020 Q1	–	Sell	-245	Closed	-$5K	–	902
2019 Q4	$5K	Sell	245 -40	-14%	-$763	﹤0.01%	778
2019 Q3	$5K	Hold	285	–	–	﹤0.01%	826
2019 Q2	$5K	Hold	285	–	–	﹤0.01%	839
2019 Q1	$5K	Sell	285 -100	-26%	-$1.79K	﹤0.01%	792
2018 Q4	$6K	Hold	385	–	–	﹤0.01%	805
2018 Q3	$7K	Hold	385	–	–	﹤0.01%	865
2018 Q2	$7K	Sell	385 -55	-13%	-$935	﹤0.01%	890
2018 Q1	$7K	Hold	440	–	–	﹤0.01%	794
2017 Q4	$8K	Buy	+440	New	+$7.7K	﹤0.01%	793

Other funds holding HDV

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Trust Company of Vermont increased its iShares Core High Dividend ETF (HDV) stake by 13% in Q4 2025, buying an estimated $39.2K and bringing the position to 14,180 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #291.

Trust Company of Vermont first reported a position in HDV in Q4 2017 and has held it in 19 quarters since. 809 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

Trust Company of Vermont held 14,180 shares of iShares Core High Dividend ETF worth $345K as of Q4 2025.
Trust Company of Vermont bought 1,610 iShares Core High Dividend ETF shares in Q4 2025, an estimated $39.2K.
iShares Core High Dividend ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #291 holding.
Trust Company of Vermont first reported a position in iShares Core High Dividend ETF in Q4 2017 and has held it in 19 quarters since.
809 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

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