Trust Company of Vermont’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.16K	Hold	50	–	–	﹤0.01%	999
2025 Q3	$2.91K	Hold	50	–	–	﹤0.01%	984
2025 Q2	$2.03K	Hold	50	–	–	﹤0.01%	1005
2025 Q1	$2.05K	Hold	50	–	–	﹤0.01%	941
2024 Q4	$2.88K	Hold	50	–	–	﹤0.01%	926
2024 Q3	$4.16K	Sell	50 -25	-33%	-$2.03K	﹤0.01%	865
2024 Q2	$5.87K	Hold	75	–	–	﹤0.01%	739
2024 Q1	$7.51K	Hold	75	–	–	﹤0.01%	709
2023 Q4	$7.11K	Hold	75	–	–	﹤0.01%	637
2023 Q3	$7.81K	Sell	75 -105	-58%	-$12.5K	﹤0.01%	675
2023 Q2	$21.8K	Sell	180 -14	-7%	-$1.55K	﹤0.01%	574
2023 Q1	$21.5K	Hold	194	–	–	﹤0.01%	591
2022 Q4	$19.6K	Sell	194 -606	-76%	-$63.1K	﹤0.01%	584
2022 Q3	$77K	Buy	800 +606	+312%	+$67.9K	0.01%	421
2022 Q2	$19K	Buy	+194	New	+$20.1K	﹤0.01%	581
2022 Q1	–	Sell	-100	Closed	-$11K	–	628
2021 Q4	$11K	Buy	+100	New	+$11.8K	﹤0.01%	661
2021 Q3	–	Sell	-100	Closed	-$14K	–	604
2021 Q2	$14K	Hold	100	–	–	﹤0.01%	609
2021 Q1	$13K	Hold	100	–	–	﹤0.01%	608
2020 Q4	$10K	Hold	100	–	–	﹤0.01%	629
2020 Q3	$9K	Hold	100	–	–	﹤0.01%	617
2020 Q2	$9K	Sell	100 -300	-75%	-$22.9K	﹤0.01%	639
2020 Q1	$19K	Hold	400	–	–	﹤0.01%	574
2019 Q4	$41K	Hold	400	–	–	﹤0.01%	500
2019 Q3	$35K	Hold	400	–	–	﹤0.01%	530
2019 Q2	$36K	Sell	400 -40	-9%	-$3.64K	﹤0.01%	530
2019 Q1	$37K	Hold	440	–	–	﹤0.01%	516
2018 Q4	$34K	Sell	440 -430	-49%	-$38.6K	﹤0.01%	525
2018 Q3	$88K	Sell	870 -37	-4%	-$4.13K	0.01%	430
2018 Q2	$111K	Sell	907 -46	-5%	-$5.38K	0.01%	399
2018 Q1	$109K	Sell	953 -150	-14%	-$18K	0.01%	387
2017 Q4	$137K	Sell	1,103 -106	-9%	-$12.6K	0.01%	365
2017 Q3	$126K	Buy	1,209 +26	+2%	+$2.46K	0.01%	376
2017 Q2	$109K	Buy	1,183 +673	+132%	+$57.7K	0.01%	401
2017 Q1	$43K	Sell	510 -45	-8%	-$3.87K	﹤0.01%	501
2016 Q4	$46K	Hold	555	–	–	0.01%	488
2016 Q3	$43K	Hold	555	–	–	0.01%	450
2016 Q2	$45K	Buy	555 +330	+147%	+$29.3K	0.01%	402
2016 Q1	$22K	Hold	225	–	–	﹤0.01%	514
2015 Q4	$19K	Hold	225	–	–	﹤0.01%	539
2015 Q3	$27K	Hold	225	–	–	﹤0.01%	487
2015 Q2	$33K	Hold	225	–	–	﹤0.01%	466
2015 Q1	$32K	Sell	225 -150	-40%	-$22.1K	﹤0.01%	465
2014 Q4	$57K	Sell	375 -250	-40%	-$37.5K	0.01%	377
2014 Q3	$94K	Sell	625 -35	-5%	-$5.06K	0.01%	312
2014 Q2	$86K	Sell	660 -40	-6%	-$5.3K	0.01%	314
2014 Q1	$98K	Sell	700 -500	-42%	-$67.5K	0.02%	289
2013 Q4	$175K	Hold	1,200	–	–	0.03%	232
2013 Q3	$155K	Hold	1,200	–	–	0.03%	235
2013 Q2	$114K	Buy	+1,200	New	+$109K	0.02%	258

Other funds holding PII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Trust Company of Vermont held its Polaris (PII) position steady in Q4 2025 at 50 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Trust Company of Vermont first reported a position in PII in Q2 2013 and has held it in 49 quarters since. The position peaked at $175K in Q4 2013. 463 funds tracked by Wall St. Rank hold PII as of Q4 2025.

Trust Company of Vermont held 50 shares of Polaris worth $3.16K as of Q4 2025.
Trust Company of Vermont left its Polaris share count unchanged in Q4 2025.
Polaris made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #999 holding.
Trust Company of Vermont first reported a position in Polaris in Q2 2013 and has held it in 49 quarters since.
Trust Company of Vermont's Polaris position peaked at $175K in Q4 2013.
463 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

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