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Trust Company of Vermont’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Trust Company of Vermont’s Portfolio NULV Stock Details NULV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-535
Closed -$22.4K – 1152
2025
Q2 		$22.4K Sell
535
-179
-25% -$7.12K ﹤0.01% 697
2025
Q1 		$28.9K Buy
+714
New +$29K ﹤0.01% 608

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Trust Company of Vermont's NULV Position: Q3 2025 in Review

Trust Company of Vermont sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2025, closing a stake of 535 shares — an estimated $22.4K sold.

Trust Company of Vermont first reported a position in NULV in Q1 2025 and held it in 2 quarters. The position peaked at $28.9K in Q1 2025. 256 funds tracked by Wall St. Rank hold NULV as of Q3 2025.

  • Trust Company of Vermont reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 535 Nuveen ESG Large-Cap Value ETF shares in Q3 2025, an estimated $22.4K.
  • Trust Company of Vermont first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2025 and held it in 2 quarters.
  • Trust Company of Vermont's Nuveen ESG Large-Cap Value ETF position peaked at $28.9K in Q1 2025.
  • 256 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2025.

Based on Trust Company of Vermont's 13F filing for Q3 2025, filed 14 Oct 2025.