Trust Company of Vermont’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$878K	Sell	6,577 -100	-1%	-$13K	0.04%	210
2025 Q3	$876K	Hold	6,677	–	–	0.04%	205
2025 Q2	$850K	Sell	6,677 -869	-12%	-$104K	0.04%	199
2025 Q1	$902K	Buy	7,546 +910	+14%	+$111K	0.05%	191
2024 Q4	$784K	Buy	+6,636	New	+$785K	0.04%	204
2022 Q3	–	Sell	-24	Closed	-$2K	–	1031
2022 Q2	$2K	Buy	+24	New	+$2.03K	﹤0.01%	865
2019 Q1	–	Sell	-615	Closed	-$37K	–	1028
2018 Q4	$37K	Hold	615	–	–	﹤0.01%	507
2018 Q3	$43K	Hold	615	–	–	﹤0.01%	541
2018 Q2	$41K	Buy	+615	New	+$42.9K	﹤0.01%	560
2017 Q1	–	Sell	-80	Closed	-$5K	–	928
2016 Q4	$5K	Hold	80	–	–	﹤0.01%	782
2016 Q3	$4K	Buy	+80	New	+$3.94K	﹤0.01%	758

Other funds holding VFH

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Trust Company of Vermont reduced its Vanguard Financials ETF (VFH) stake by 1.5% in Q4 2025, selling an estimated $13K and leaving 6,577 shares worth $878K. The position accounts for 0.04% of the portfolio, ranked #210.

Trust Company of Vermont first reported a position in VFH in Q3 2016 and has held it in 11 quarters since. The position peaked at $902K in Q1 2025. 751 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

Trust Company of Vermont held 6,577 shares of Vanguard Financials ETF worth $878K as of Q4 2025.
Trust Company of Vermont sold 100 Vanguard Financials ETF shares in Q4 2025, an estimated $13K.
Vanguard Financials ETF made up 0.04% of Trust Company of Vermont's portfolio in Q4 2025, its #210 holding.
Trust Company of Vermont first reported a position in Vanguard Financials ETF in Q3 2016 and has held it in 11 quarters since.
Trust Company of Vermont's Vanguard Financials ETF position peaked at $902K in Q1 2025.
751 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

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