Trust Company of Vermont’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$229K	Buy	+1,959	New	+$210K	0.01%	352
2025 Q4	$192K	Hold	1,959	–	–	0.01%	365
2025 Q3	$195K	Hold	1,959	–	–	0.01%	358
2025 Q2	$184K	Hold	1,959	–	–	0.01%	359
2025 Q1	$153K	Hold	1,959	–	–	0.01%	367
2024 Q4	$168K	Buy	+1,959	New	+$169K	0.01%	364

Other funds holding NULG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

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

Trust Company of Vermont opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026: 1,959 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in NULG as recently as Q4 2025.

Trust Company of Vermont first reported a position in NULG in Q4 2024 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Trust Company of Vermont held 1,959 shares of Nuveen ESG Large-Cap Growth ETF worth $229K as of Q2 2026.
Nuveen ESG Large-Cap Growth ETF was a new Trust Company of Vermont position in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #352 holding.
Trust Company of Vermont first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
201 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

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