Trust Company of Vermont’s Morgan Stanley India Investment Fund IIF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.47K	Hold	179	–	–	﹤0.01%	953
2025 Q3	$4.72K	Hold	179	–	–	﹤0.01%	932
2025 Q2	$5.05K	Hold	179	–	–	﹤0.01%	919
2025 Q1	$4.37K	Hold	179	–	–	﹤0.01%	862
2024 Q4	$4.52K	Hold	179	–	–	﹤0.01%	870
2024 Q3	$5.38K	Hold	179	–	–	﹤0.01%	828
2024 Q2	$4.79K	Hold	179	–	–	﹤0.01%	757
2024 Q1	$4.11K	Hold	179	–	–	﹤0.01%	751
2023 Q4	$3.84K	Hold	179	–	–	﹤0.01%	670
2023 Q3	$4K	Hold	179	–	–	﹤0.01%	724
2023 Q2	$3.88K	Hold	179	–	–	﹤0.01%	752
2023 Q1	$3.48K	Hold	179	–	–	﹤0.01%	789
2022 Q4	$3.63K	Hold	179	–	–	﹤0.01%	789
2022 Q3	$4K	Hold	179	–	–	﹤0.01%	855
2022 Q2	$4K	Buy	+179	New	+$4.19K	﹤0.01%	805

Other funds holding IIF

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Trust Company of Vermont held its Morgan Stanley India Investment Fund (IIF) position steady in Q4 2025 at 179 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Trust Company of Vermont first reported a position in IIF in Q2 2022 and has held it in 15 quarters since. The position peaked at $5.38K in Q3 2024. 47 funds tracked by Wall St. Rank hold IIF as of Q4 2025.

Trust Company of Vermont held 179 shares of Morgan Stanley India Investment Fund worth $4.47K as of Q4 2025.
Trust Company of Vermont left its Morgan Stanley India Investment Fund share count unchanged in Q4 2025.
Morgan Stanley India Investment Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #953 holding.
Trust Company of Vermont first reported a position in Morgan Stanley India Investment Fund in Q2 2022 and has held it in 15 quarters since.
Trust Company of Vermont's Morgan Stanley India Investment Fund position peaked at $5.38K in Q3 2024.
47 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q4 2025.

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