Trust Company of Vermont’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$72.6K	Buy	488 +225	+86%	+$33.2K	﹤0.01%	509
2025 Q3	$38.3K	Hold	263	–	–	﹤0.01%	608
2025 Q2	$35.5K	Hold	263	–	–	﹤0.01%	603
2025 Q1	$32.1K	Hold	263	–	–	﹤0.01%	597
2024 Q4	$33.8K	Sell	263 -40	-13%	-$5.18K	﹤0.01%	589
2024 Q3	$38.1K	Hold	303	–	–	﹤0.01%	559
2024 Q2	$36K	Buy	303 +143	+89%	+$16.4K	﹤0.01%	536
2024 Q1	$18.4K	Sell	160 -190	-54%	-$20.8K	﹤0.01%	632
2023 Q4	$36.8K	Hold	350	–	–	﹤0.01%	474
2023 Q3	$33K	Hold	350	–	–	﹤0.01%	501
2023 Q2	$34.2K	Sell	350 -277	-44%	-$25.6K	﹤0.01%	525
2023 Q1	$56.8K	Hold	627	–	–	﹤0.01%	479
2022 Q4	$53.2K	Hold	627	–	–	﹤0.01%	474
2022 Q3	$50K	Buy	627 +265	+73%	+$23.4K	﹤0.01%	489
2022 Q2	$30K	Buy	+362	New	+$33K	﹤0.01%	530
2022 Q1	–	Sell	-362	Closed	-$38K	–	537
2021 Q4	$38K	Buy	+362	New	+$37.8K	﹤0.01%	516
2021 Q3	–	Sell	-418	Closed	-$42K	–	516
2021 Q2	$42K	Sell	418 -55	-12%	-$5.29K	﹤0.01%	498
2021 Q1	$44K	Sell	473 -19	-4%	-$1.7K	﹤0.01%	481
2020 Q4	$42K	Buy	492 +55	+13%	+$4.46K	﹤0.01%	469
2020 Q3	$33K	Hold	437	–	–	﹤0.01%	473
2020 Q2	$30K	Hold	437	–	–	﹤0.01%	493
2020 Q1	$25K	Buy	437 +350	+402%	+$24K	﹤0.01%	532
2019 Q4	$6K	Hold	87	–	–	﹤0.01%	759
2019 Q3	$6K	Hold	87	–	–	﹤0.01%	803
2019 Q2	$6K	Sell	87 -50	-36%	-$3.28K	﹤0.01%	809
2019 Q1	$9K	Hold	137	–	–	﹤0.01%	726
2018 Q4	$8K	Hold	137	–	–	﹤0.01%	768
2018 Q3	$9K	Sell	137 -28	-17%	-$1.83K	﹤0.01%	829
2018 Q2	$10K	Sell	165 -59	-26%	-$3.67K	﹤0.01%	828
2018 Q1	$14K	Hold	224	–	–	﹤0.01%	700
2017 Q4	$14K	Buy	+224	New	+$13.3K	﹤0.01%	710

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Trust Company of Vermont increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 86% in Q4 2025, buying an estimated $33.2K and bringing the position to 488 shares worth $72.6K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Trust Company of Vermont first reported a position in ITOT in Q4 2017 and has held it in 31 quarters since. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Trust Company of Vermont held 488 shares of iShares Core S&P Total US Stock Market ETF worth $72.6K as of Q4 2025.
Trust Company of Vermont bought 225 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $33.2K.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #509 holding.
Trust Company of Vermont first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 31 quarters since.
1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

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