Trust Company of Vermont’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$671K	Sell	4,682 -25	-0.5%	-$3.56K	0.03%	230
2025 Q3	$671K	Buy	4,707 +229	+5%	+$31.7K	0.03%	228
2025 Q2	$602K	Hold	4,478	–	–	0.03%	230
2025 Q1	$518K	Hold	4,478	–	–	0.03%	239
2024 Q4	$513K	Buy	4,478 +3,000	+203%	+$360K	0.02%	244
2024 Q3	$186K	Sell	1,478 -238	-14%	-$28.7K	0.01%	339
2024 Q2	$202K	Buy	1,716 +1,478	+621%	+$173K	0.01%	316
2024 Q1	$27.8K	Buy	238 +174	+272%	+$19.7K	﹤0.01%	570
2023 Q4	$7.36K	Hold	64	–	–	﹤0.01%	633
2023 Q3	$6.8K	Hold	64	–	–	﹤0.01%	684
2023 Q2	$7.07K	Hold	64	–	–	﹤0.01%	711
2023 Q1	$6.99K	Hold	64	–	–	﹤0.01%	748
2022 Q4	$6.58K	Hold	64	–	–	﹤0.01%	744
2022 Q3	$6K	Hold	64	–	–	﹤0.01%	819
2022 Q2	$7K	Buy	+64	New	+$7.26K	﹤0.01%	754
2022 Q1	–	Sell	-64	Closed	-$9K	–	735
2021 Q4	$9K	Buy	+64	New	+$8.66K	﹤0.01%	683
2021 Q3	–	Sell	-64	Closed	-$9K	–	709
2021 Q2	$9K	Hold	64	–	–	﹤0.01%	656
2021 Q1	$8K	Hold	64	–	–	﹤0.01%	655
2020 Q4	$8K	Buy	+64	New	+$7.24K	﹤0.01%	656

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Trust Company of Vermont reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.53% in Q4 2025, selling an estimated $3.56K and leaving 4,682 shares worth $671K. The position accounts for 0.03% of the portfolio, ranked #230.

Trust Company of Vermont first reported a position in VSS in Q4 2020 and has held it in 19 quarters since. 682 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

Trust Company of Vermont held 4,682 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $671K as of Q4 2025.
Trust Company of Vermont sold 25 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $3.56K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Trust Company of Vermont's portfolio in Q4 2025, its #230 holding.
Trust Company of Vermont first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and has held it in 19 quarters since.
682 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

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