Trust Company of Vermont’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$140K	Buy	462 +223	+93%	+$67.3K	0.01%	402
2025 Q3	$71.1K	Buy	239 +218	+1,038%	+$62.9K	﹤0.01%	511
2025 Q2	$5.82K	Hold	21	–	–	﹤0.01%	900
2025 Q1	$5.29K	Sell	21 -283	-93%	-$78.4K	﹤0.01%	837
2024 Q4	$85.1K	Hold	304	–	–	﹤0.01%	445
2024 Q3	$81.3K	Hold	304	–	–	﹤0.01%	439
2024 Q2	$76K	Buy	304 +4	+1%	+$998	﹤0.01%	436
2024 Q1	$78.2K	Buy	+300	New	+$73.7K	﹤0.01%	424
2023 Q4	–	Sell	-300	Closed	-$64.3K	–	889
2023 Q3	$64.3K	Hold	300	–	–	﹤0.01%	428
2023 Q2	$68.9K	Hold	300	–	–	﹤0.01%	437
2023 Q1	$64.9K	Hold	300	–	–	﹤0.01%	457
2022 Q4	$60.2K	Hold	300	–	–	﹤0.01%	457
2022 Q3	$59K	Hold	300	–	–	﹤0.01%	467
2022 Q2	$59K	Buy	+300	New	+$65K	﹤0.01%	458
2022 Q1	–	Sell	-300	Closed	-$85K	–	720
2021 Q4	$85K	Buy	+300	New	+$86K	0.01%	423
2021 Q3	–	Sell	-300	Closed	-$87K	–	692
2021 Q2	$87K	Hold	300	–	–	0.01%	419
2021 Q1	$82K	Hold	300	–	–	0.01%	418
2020 Q4	$80K	Hold	300	–	–	0.01%	404
2020 Q3	$64K	Hold	300	–	–	0.01%	415
2020 Q2	$60K	Hold	300	–	–	0.01%	422
2020 Q1	$45K	Sell	300 -169	-36%	-$31.4K	﹤0.01%	454
2019 Q4	$94K	Hold	469	–	–	0.01%	395
2019 Q3	$86K	Buy	469 +169	+56%	+$31.5K	0.01%	416
2019 Q2	$56K	Hold	300	–	–	﹤0.01%	465
2019 Q1	$54K	Hold	300	–	–	﹤0.01%	471
2018 Q4	$45K	Hold	300	–	–	﹤0.01%	480
2018 Q3	$56K	Hold	300	–	–	﹤0.01%	495
2018 Q2	$53K	Hold	300	–	–	﹤0.01%	518
2018 Q1	$49K	Hold	300	–	–	﹤0.01%	506
2017 Q4	$48K	Hold	300	–	–	﹤0.01%	514
2017 Q3	$46K	Hold	300	–	–	﹤0.01%	510
2017 Q2	$44K	Hold	300	–	–	﹤0.01%	527
2017 Q1	$42K	Hold	300	–	–	﹤0.01%	504
2016 Q4	$40K	Hold	300	–	–	﹤0.01%	505
2016 Q3	$40K	Hold	300	–	–	0.01%	457
2016 Q2	$37K	Hold	300	–	–	﹤0.01%	429
2016 Q1	$36K	Hold	300	–	–	0.01%	431
2015 Q4	$36K	Hold	300	–	–	0.01%	435
2015 Q3	$35K	Hold	300	–	–	0.01%	446
2015 Q2	$40K	Hold	300	–	–	0.01%	437
2015 Q1	$40K	Hold	300	–	–	0.01%	432
2014 Q4	$38K	Hold	300	–	–	0.01%	438
2014 Q3	$36K	Hold	300	–	–	0.01%	447
2014 Q2	$38K	Hold	300	–	–	0.01%	414
2014 Q1	$37K	Hold	300	–	–	0.01%	409
2013 Q4	$37K	Hold	300	–	–	0.01%	397
2013 Q3	$34K	Hold	300	–	–	0.01%	390
2013 Q2	$31K	Buy	+300	New	+$30.3K	0.01%	406

Other funds holding VBK

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Trust Company of Vermont increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 93% in Q4 2025, buying an estimated $67.3K and bringing the position to 462 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #402.

Trust Company of Vermont first reported a position in VBK in Q2 2013 and has held it in 48 quarters since. 1,210 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Trust Company of Vermont held 462 shares of Vanguard Morningstar Small-Cap Growth ETF worth $140K as of Q4 2025.
Trust Company of Vermont bought 223 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $67.3K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #402 holding.
Trust Company of Vermont first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2013 and has held it in 48 quarters since.
1,210 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

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