Trust Company of Vermont’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$10M	Buy	29,870 +3,680	+14%	+$1.22M	0.42%	58
2025 Q3	$8.59M	Buy	26,190 +1,489	+6%	+$470K	0.37%	63
2025 Q2	$7.51M	Buy	24,701 +2,744	+12%	+$772K	0.35%	68
2025 Q1	$6.03M	Buy	21,957 +3,186	+17%	+$926K	0.3%	80
2024 Q4	$5.44M	Buy	18,771 +4,447	+31%	+$1.3M	0.26%	90
2024 Q3	$4.06M	Buy	14,324 +791	+6%	+$216K	0.2%	102
2024 Q2	$3.62M	Sell	13,533 -833	-6%	-$216K	0.2%	104
2024 Q1	$3.73M	Buy	14,366 +3,664	+34%	+$906K	0.21%	106
2023 Q4	$2.54M	Buy	10,702 +87	+0.8%	+$19.2K	0.17%	112
2023 Q3	$2.25M	Sell	10,615 -138	-1%	-$30.5K	0.15%	118
2023 Q2	$2.37M	Buy	10,753 +146	+1%	+$30.5K	0.15%	128
2023 Q1	$2.16M	Buy	10,607 +32	+0.3%	+$6.41K	0.15%	129
2022 Q4	$2.02M	Buy	10,575 +6,382	+152%	+$1.23M	0.15%	133
2022 Q3	$752K	Sell	4,193 -58	-1%	-$11.6K	0.06%	181
2022 Q2	$802K	Buy	4,251 +75	+2%	+$15.4K	0.06%	179
2022 Q1	$951K	Buy	4,176 +165	+4%	+$37.1K	0.06%	171
2021 Q4	$968K	Buy	4,011 +48	+1%	+$11.3K	0.06%	172
2021 Q3	$880K	Buy	3,963 +375	+10%	+$85.5K	0.06%	173
2021 Q2	$799K	Sell	3,588 -25	-0.7%	-$5.43K	0.06%	183
2021 Q1	$747K	Sell	3,613 -62	-2%	-$12.5K	0.06%	186
2020 Q4	$715K	Buy	3,675 +695	+23%	+$127K	0.06%	176
2020 Q3	$508K	Sell	2,980 -95	-3%	-$16K	0.05%	193
2020 Q2	$481K	Buy	3,075 +29	+1%	+$4.28K	0.05%	195
2020 Q1	$393K	Sell	3,046 -209	-6%	-$32.3K	0.04%	216
2019 Q4	$533K	Buy	3,255 +234	+8%	+$36.7K	0.04%	220
2019 Q3	$456K	Sell	3,021 -96	-3%	-$14.5K	0.04%	233
2019 Q2	$468K	Hold	3,117	–	–	0.04%	225
2019 Q1	$451K	Hold	3,117	–	–	0.04%	229
2018 Q4	$398K	Buy	3,117 +513	+20%	+$70.8K	0.04%	228
2018 Q3	$389K	Buy	2,604 +25	+1%	+$3.68K	0.03%	249
2018 Q2	$363K	Sell	2,579 -307	-11%	-$42.8K	0.03%	252
2018 Q1	$392K	Sell	2,886 -699	-19%	-$98K	0.04%	238
2017 Q4	$492K	Buy	3,585 +131	+4%	+$17.5K	0.05%	223
2017 Q3	$448K	Sell	3,454 -1,744	-34%	-$221K	0.04%	226
2017 Q2	$647K	Buy	5,198 +4,376	+532%	+$539K	0.07%	203
2017 Q1	$99K	Buy	822 +138	+20%	+$16.5K	0.01%	398
2016 Q4	$79K	Hold	684	–	–	0.01%	417
2016 Q3	$76K	Buy	684 +175	+34%	+$19.4K	0.01%	387
2016 Q2	$55K	Hold	509	–	–	0.01%	377
2016 Q1	$53K	Hold	509	–	–	0.01%	379
2015 Q4	$53K	Sell	509 -152	-23%	-$16K	0.01%	385
2015 Q3	$65K	Sell	661 -23	-3%	-$2.41K	0.01%	358
2015 Q2	$73K	Sell	684 -100	-13%	-$10.9K	0.01%	350
2015 Q1	$84K	Hold	784	–	–	0.01%	331
2014 Q4	$83K	Hold	784	–	–	0.01%	331
2014 Q3	$79K	Sell	784 -75	-9%	-$7.67K	0.01%	333
2014 Q2	$87K	Hold	859	–	–	0.01%	311
2014 Q1	$84K	Hold	859	–	–	0.01%	307
2013 Q4	$82K	Buy	859 +509	+145%	+$46.8K	0.01%	297
2013 Q3	$31K	Hold	350	–	–	0.01%	406
2013 Q2	$29K	Buy	+350	New	+$29K	0.01%	413

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Trust Company of Vermont increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q4 2025, buying an estimated $1.22M and bringing the position to 29,870 shares worth $10M. The position accounts for 0.42% of the portfolio, ranked #58.

Trust Company of Vermont first reported a position in VTI in Q2 2013 and has held it in 51 quarters since. 3,571 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Trust Company of Vermont held 29,870 shares of Vanguard Morningstar Total Stock Market ETF worth $10M as of Q4 2025.
Trust Company of Vermont bought 3,680 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $1.22M.
Vanguard Morningstar Total Stock Market ETF made up 0.42% of Trust Company of Vermont's portfolio in Q4 2025, its #58 holding.
Trust Company of Vermont first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 51 quarters since.
3,571 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

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