Trust Company of Vermont’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$50.7K	Hold	202	–	–	﹤0.01%	564
2025 Q3	$49.3K	Hold	202	–	–	﹤0.01%	556
2025 Q2	$45.4K	Hold	202	–	–	﹤0.01%	558
2025 Q1	$40.7K	Hold	202	–	–	﹤0.01%	550
2024 Q4	$43K	Hold	202	–	–	﹤0.01%	548
2024 Q3	$41.7K	Hold	202	–	–	﹤0.01%	546
2024 Q2	$39.9K	Hold	202	–	–	﹤0.01%	527
2024 Q1	$37.7K	Hold	202	–	–	﹤0.01%	529
2023 Q4	$34.2K	Hold	202	–	–	﹤0.01%	483
2023 Q3	$30.7K	Hold	202	–	–	﹤0.01%	514
2023 Q2	$31.6K	Hold	202	–	–	﹤0.01%	534
2023 Q1	$28.9K	Hold	202	–	–	﹤0.01%	559
2022 Q4	$26.7K	Hold	202	–	–	﹤0.01%	549
2022 Q3	$25K	Hold	202	–	–	﹤0.01%	576
2022 Q2	$27K	Buy	+202	New	+$28.9K	﹤0.01%	547
2022 Q1	–	Sell	-202	Closed	-$34K	–	586
2021 Q4	$34K	Buy	+202	New	+$32.9K	﹤0.01%	530
2017 Q2	–	Sell	-60	Closed	-$5K	–	996
2017 Q1	$5K	Hold	60	–	–	﹤0.01%	773
2016 Q4	$5K	Hold	60	–	–	﹤0.01%	778
2016 Q3	$4K	Buy	+60	New	+$4.43K	﹤0.01%	754

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

Trust Company of Vermont held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q4 2025 at 202 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Trust Company of Vermont first reported a position in MGC in Q3 2016 and has held it in 19 quarters since. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

Trust Company of Vermont held 202 shares of Vanguard Morningstar Mega Cap ETF worth $50.7K as of Q4 2025.
Trust Company of Vermont left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q4 2025.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #564 holding.
Trust Company of Vermont first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2016 and has held it in 19 quarters since.
525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

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