Trust Company of Vermont’s iShares Semiconductor ETF SOXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$120K	Hold	400	–	–	0.01%	425
2025 Q3	$108K	Hold	400	–	–	﹤0.01%	432
2025 Q2	$95.5K	Hold	400	–	–	﹤0.01%	448
2025 Q1	$75.3K	Hold	400	–	–	﹤0.01%	461
2024 Q4	$86.2K	Hold	400	–	–	﹤0.01%	444
2024 Q3	$92.2K	Sell	400 -125	-24%	-$28.7K	﹤0.01%	422
2024 Q2	$129K	Hold	525	–	–	0.01%	363
2024 Q1	$119K	Sell	525 -75	-13%	-$15.6K	0.01%	364
2023 Q4	$115K	Hold	600	–	–	0.01%	336
2023 Q3	$94.7K	Hold	600	–	–	0.01%	374
2023 Q2	$101K	Hold	600	–	–	0.01%	391
2023 Q1	$88.9K	Sell	600 -84	-12%	-$11.4K	0.01%	411
2022 Q4	$79.3K	Hold	684	–	–	0.01%	419
2022 Q3	$73K	Hold	684	–	–	0.01%	428
2022 Q2	$80K	Buy	+684	New	+$92.2K	0.01%	416
2022 Q1	–	Sell	-690	Closed	-$125K	–	671
2021 Q4	$125K	Buy	+690	New	+$116K	0.01%	372
2021 Q3	–	Sell	-6	Closed	-$1K	–	644
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	772
2021 Q1	$1K	Buy	+6	New	+$821	﹤0.01%	747

Other funds holding SOXX

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

Trust Company of Vermont held its iShares Semiconductor ETF (SOXX) position steady in Q4 2025 at 400 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #425.

Trust Company of Vermont first reported a position in SOXX in Q1 2021 and has held it in 18 quarters since. The position peaked at $129K in Q2 2024. 875 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

Trust Company of Vermont held 400 shares of iShares Semiconductor ETF worth $120K as of Q4 2025.
Trust Company of Vermont left its iShares Semiconductor ETF share count unchanged in Q4 2025.
iShares Semiconductor ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #425 holding.
Trust Company of Vermont first reported a position in iShares Semiconductor ETF in Q1 2021 and has held it in 18 quarters since.
Trust Company of Vermont's iShares Semiconductor ETF position peaked at $129K in Q2 2024.
875 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

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