Trust Company of Vermont’s Global X US Preferred ETF PFFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.5K	Hold	132	–	–	﹤0.01%	1026
2025 Q3	$2.56K	Sell	132 -677	-84%	-$13.1K	﹤0.01%	1000
2025 Q2	$15.2K	Buy	+809	New	+$15.1K	﹤0.01%	757
2022 Q1	–	Sell	-400	Closed	-$10K	–	626
2021 Q4	$10K	Buy	+400	New	+$10.2K	﹤0.01%	669
2021 Q3	–	Sell	-400	Closed	-$10K	–	601
2021 Q2	$10K	Hold	400	–	–	﹤0.01%	642
2021 Q1	$10K	Buy	+400	New	+$10.1K	﹤0.01%	634

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

NYLIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Trust Company of Vermont held its Global X US Preferred ETF (PFFD) position steady in Q4 2025 at 132 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Trust Company of Vermont first reported a position in PFFD in Q1 2021 and has held it in 6 quarters since. The position peaked at $15.2K in Q2 2025. 282 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

Trust Company of Vermont held 132 shares of Global X US Preferred ETF worth $2.5K as of Q4 2025.
Trust Company of Vermont left its Global X US Preferred ETF share count unchanged in Q4 2025.
Global X US Preferred ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #1026 holding.
Trust Company of Vermont first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 6 quarters since.
Trust Company of Vermont's Global X US Preferred ETF position peaked at $15.2K in Q2 2025.
282 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

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