Trust Company of Vermont’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.67K	Buy	+112	New	+$5.73K	﹤0.01%	918

Other funds holding MSSM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Trust Company of Vermont opened a new position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q4 2025: 112 shares worth $5.67K. The stake represents ﹤0.01% of the portfolio and ranks #918 among its holdings.

17 funds tracked by Wall St. Rank hold MSSM as of Q4 2025.

Trust Company of Vermont held 112 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $5.67K as of Q4 2025.
Morgan Stanley Pathway Small-Mid Cap Equity ETF was a new Trust Company of Vermont position in Q4 2025.
Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #918 holding.
17 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q4 2025.

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