Trust Company of Vermont’s Vanguard Utilities ETF VPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$478K	Buy	+2,443	New	+$479K	0.02%	270
2025 Q4	$317K	Hold	1,715	–	–	0.01%	296
2025 Q3	$325K	Hold	1,715	–	–	0.01%	293
2025 Q2	$303K	Hold	1,715	–	–	0.01%	294
2025 Q1	$293K	Hold	1,715	–	–	0.01%	296
2024 Q4	$280K	Buy	+1,715	New	+$294K	0.01%	301
2015 Q4	–	Sell	-37	Closed	-$3K	–	825
2015 Q3	$3K	Sell	37 -475	-93%	-$44.1K	﹤0.01%	745
2015 Q2	$46K	Buy	+512	New	+$48.8K	0.01%	414
2015 Q1	–	Sell	-450	Closed	-$46K	–	799
2014 Q4	$46K	Buy	+450	New	+$44.2K	0.01%	411

Other funds holding VPU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Trust Company of Vermont opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 2,443 shares worth $478K. The stake represents 0.02% of the portfolio and ranks #270 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in VPU as recently as Q4 2025.

Trust Company of Vermont first reported a position in VPU in Q4 2014 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Trust Company of Vermont held 2,443 shares of Vanguard Utilities ETF worth $478K as of Q2 2026.
Vanguard Utilities ETF was a new Trust Company of Vermont position in Q2 2026.
Vanguard Utilities ETF made up 0.02% of Trust Company of Vermont's portfolio in Q2 2026, its #270 holding.
Trust Company of Vermont first reported a position in Vanguard Utilities ETF in Q4 2014 and has held it in 9 quarters since.
442 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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