Trust Company of Vermont’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.48M	Buy	18,228 +1,170	+7%	+$95K	0.06%	168
2025 Q3	$1.36M	Buy	17,058 +2,088	+14%	+$160K	0.06%	173
2025 Q2	$1.09M	Hold	14,970	–	–	0.05%	184
2025 Q1	$925K	Buy	14,970 +1,110	+8%	+$74.8K	0.05%	189
2024 Q4	$948K	Sell	13,860 -828	-6%	-$55.6K	0.05%	189
2024 Q3	$940K	Hold	14,688	–	–	0.05%	183
2024 Q2	$916K	Hold	14,688	–	–	0.05%	183
2024 Q1	$843K	Sell	14,688 -828	-5%	-$45.5K	0.05%	188
2023 Q4	$804K	Hold	15,516	–	–	0.05%	178
2023 Q3	$704K	Buy	15,516 +504	+3%	+$23.8K	0.05%	187
2023 Q2	$708K	Buy	15,012 +6,714	+81%	+$291K	0.05%	196
2023 Q1	$345K	Sell	8,298 -114	-1%	-$4.43K	0.02%	259
2022 Q4	$299K	Sell	8,412 -456	-5%	-$16.8K	0.02%	257
2022 Q3	$316K	Buy	8,868 +2,568	+41%	+$103K	0.03%	247
2022 Q2	$234K	Sell	6,300 -156	-2%	-$6.41K	0.02%	282
2022 Q1	$309K	Hold	6,456	–	–	0.02%	260
2021 Q4	$345K	Hold	6,456	–	–	0.02%	266
2021 Q3	$312K	Hold	6,456	–	–	0.02%	262
2021 Q2	$309K	Buy	6,456 +2,112	+49%	+$95.9K	0.02%	267
2021 Q1	$186K	Sell	4,344 -300	-6%	-$12.8K	0.01%	308
2020 Q4	$196K	Buy	4,644 +930	+25%	+$37.1K	0.02%	294
2020 Q3	$141K	Hold	3,714	–	–	0.01%	319
2020 Q2	$125K	Hold	3,714	–	–	0.01%	335
2020 Q1	$97K	Sell	3,714 -1,200	-24%	-$35.9K	0.01%	361
2019 Q4	$149K	Buy	4,914 +3,156	+180%	+$91.1K	0.01%	351
2019 Q3	$49K	Hold	1,758	–	–	﹤0.01%	493
2019 Q2	$48K	Hold	1,758	–	–	﹤0.01%	486
2019 Q1	$46K	Hold	1,758	–	–	﹤0.01%	485
2018 Q4	$39K	Hold	1,758	–	–	﹤0.01%	499
2018 Q3	$47K	Hold	1,758	–	–	﹤0.01%	528
2018 Q2	$44K	Hold	1,758	–	–	﹤0.01%	547
2018 Q1	$42K	Buy	+1,758	New	+$42.9K	﹤0.01%	534

Other funds holding VUG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Trust Company of Vermont increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.9% in Q4 2025, buying an estimated $95K and bringing the position to 18,228 shares worth $1.48M. The position accounts for 0.06% of the portfolio, ranked #168.

Trust Company of Vermont first reported a position in VUG in Q1 2018 and has held it in 32 quarters since. 2,804 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Trust Company of Vermont held 18,228 shares of Vanguard Morningstar Growth ETF worth $1.48M as of Q4 2025.
Trust Company of Vermont bought 1,170 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $95K.
Vanguard Morningstar Growth ETF made up 0.06% of Trust Company of Vermont's portfolio in Q4 2025, its #168 holding.
Trust Company of Vermont first reported a position in Vanguard Morningstar Growth ETF in Q1 2018 and has held it in 32 quarters since.
2,804 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

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