Trust Company of Vermont’s MSCI MSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.5K	Buy	+67	New	+$39.1K	﹤0.01%	672
2025 Q4	$42.5K	Buy	74 +16	+28%	+$8.97K	﹤0.01%	591
2025 Q3	$32.9K	Hold	58	–	–	﹤0.01%	639
2025 Q2	$33.5K	Hold	58	–	–	﹤0.01%	613
2025 Q1	$32.8K	Buy	58 +9	+18%	+$5.23K	﹤0.01%	589
2024 Q4	$29.4K	Buy	49 +15	+44%	+$9K	﹤0.01%	610
2024 Q3	$19.8K	Buy	34 +9	+36%	+$4.88K	﹤0.01%	658
2024 Q2	$12K	Hold	25	–	–	﹤0.01%	674
2024 Q1	$14K	Hold	25	–	–	﹤0.01%	658
2023 Q4	$14.1K	Sell	25 -12	-32%	-$6.19K	﹤0.01%	589
2023 Q3	$19K	Hold	37	–	–	﹤0.01%	577
2023 Q2	$17.4K	Buy	37 +10	+37%	+$4.88K	﹤0.01%	606
2023 Q1	$15.1K	Buy	27 +5	+23%	+$2.65K	﹤0.01%	640
2022 Q4	$10.2K	Buy	+22	New	+$10.2K	﹤0.01%	686
2021 Q2	–	Sell	-8	Closed	-$3K	–	790
2021 Q1	$3K	Buy	+8	New	+$3.36K	﹤0.01%	707
2017 Q3	–	Sell	-19	Closed	-$2K	–	966
2017 Q2	$2K	Buy	+19	New	+$1.91K	﹤0.01%	930

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Trust Company of Vermont opened a new position in MSCI (MSCI) in Q2 2026: 67 shares worth $37.5K. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in MSCI as recently as Q4 2025.

Trust Company of Vermont first reported a position in MSCI in Q2 2017 and has held it in 16 quarters since. The position peaked at $42.5K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Trust Company of Vermont held 67 shares of MSCI worth $37.5K as of Q2 2026.
MSCI was a new Trust Company of Vermont position in Q2 2026.
MSCI made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #672 holding.
Trust Company of Vermont first reported a position in MSCI in Q2 2017 and has held it in 16 quarters since.
Trust Company of Vermont's MSCI position peaked at $42.5K in Q4 2025.
1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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