Trust Company of Vermont’s Global X Defense Tech ETF SHLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.67K	Buy	+28	New	+$1.86K	﹤0.01%	1093
2025 Q4	$1.81K	Buy	+28	New	+$1.84K	﹤0.01%	1055

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Trust Company of Vermont opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 28 shares worth $1.67K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SHLD as recently as Q4 2025.

Trust Company of Vermont first reported a position in SHLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.81K in Q4 2025. 610 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Trust Company of Vermont held 28 shares of Global X Defense Tech ETF worth $1.67K as of Q2 2026.
Global X Defense Tech ETF was a new Trust Company of Vermont position in Q2 2026.
Global X Defense Tech ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #1093 holding.
Trust Company of Vermont first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 2 quarters since.
Trust Company of Vermont's Global X Defense Tech ETF position peaked at $1.81K in Q4 2025.
610 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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