Trust Company of Vermont’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$859K	Hold	2,730	–	–	0.04%	212
2025 Q3	$840K	Sell	2,730 -2,294	-46%	-$679K	0.04%	210
2025 Q2	$1.43M	Sell	5,024 -164	-3%	-$43.2K	0.07%	165
2025 Q1	$1.33M	Hold	5,188	–	–	0.07%	167
2024 Q4	$1.4M	Hold	5,188	–	–	0.07%	166
2024 Q3	$1.37M	Hold	5,188	–	–	0.07%	159
2024 Q2	$1.3M	Hold	5,188	–	–	0.07%	159
2024 Q1	$1.24M	Buy	5,188 +4,752	+1,090%	+$1.09M	0.07%	165
2023 Q4	$95.1K	Sell	436 -6,500	-94%	-$1.33M	0.01%	359
2023 Q3	$1.36M	Hold	6,936	–	–	0.09%	151
2023 Q2	$1.41M	Hold	6,936	–	–	0.09%	158
2023 Q1	$1.3M	Hold	6,936	–	–	0.09%	163
2022 Q4	$1.21M	Hold	6,936	–	–	0.09%	165
2022 Q3	$1.13M	Hold	6,936	–	–	0.09%	158
2022 Q2	$1.2M	Hold	6,936	–	–	0.09%	155
2022 Q1	$1.45M	Hold	6,936	–	–	0.1%	146
2021 Q4	$1.53M	Sell	6,936 -8	-0.1%	-$1.72K	0.1%	150
2021 Q3	$1.4M	Sell	6,944 -3	-0%	-$620	0.1%	152
2021 Q2	$1.4M	Hold	6,947	–	–	0.1%	156
2021 Q1	$1.29M	Hold	6,947	–	–	0.1%	158
2020 Q4	$1.22M	Hold	6,947	–	–	0.1%	154
2020 Q3	$1.09M	Hold	6,947	–	–	0.1%	150
2020 Q2	$994K	Buy	6,947 +250	+4%	+$33.8K	0.1%	153
2020 Q1	$793K	Hold	6,697	–	–	0.07%	171
2019 Q4	$990K	Hold	6,697	–	–	0.07%	172
2019 Q3	$913K	Hold	6,697	–	–	0.07%	176
2019 Q2	$903K	Hold	6,697	–	–	0.08%	177
2019 Q1	$870K	Hold	6,697	–	–	0.07%	181
2018 Q4	$770K	Hold	6,697	–	–	0.07%	183
2018 Q3	$894K	Hold	6,697	–	–	0.08%	180
2018 Q2	$836K	Hold	6,697	–	–	0.07%	180
2018 Q1	$812K	Buy	6,697 +197	+3%	+$24.7K	0.08%	178
2017 Q4	$797K	Hold	6,500	–	–	0.07%	185
2017 Q3	$750K	Hold	6,500	–	–	0.07%	186
2017 Q2	$722K	Hold	6,500	–	–	0.07%	192
2017 Q1	$703K	Hold	6,500	–	–	0.08%	186
2016 Q4	$665K	Hold	6,500	–	–	0.08%	182
2016 Q3	$645K	Hold	6,500	–	–	0.08%	169
2016 Q2	$623K	Hold	6,500	–	–	0.08%	165
2016 Q1	$611K	Hold	6,500	–	–	0.09%	159
2015 Q4	$608K	Hold	6,500	–	–	0.09%	161
2015 Q3	$572K	Hold	6,500	–	–	0.09%	163
2015 Q2	$616K	Hold	6,500	–	–	0.09%	161
2015 Q1	$619K	Hold	6,500	–	–	0.09%	159
2014 Q4	$614K	Hold	6,500	–	–	0.09%	166
2014 Q3	$588K	Hold	6,500	–	–	0.09%	161
2014 Q2	$585K	Hold	6,500	–	–	0.09%	161
2014 Q1	$559K	Hold	6,500	–	–	0.09%	166
2013 Q4	$551K	Hold	6,500	–	–	0.09%	158
2013 Q3	$503K	Hold	6,500	–	–	0.09%	160
2013 Q2	$477K	Buy	+6,500	New	+$479K	0.09%	151

Other funds holding VV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Trust Company of Vermont held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q4 2025 at 2,730 shares worth $859K. The position accounts for 0.04% of the portfolio, ranked #212.

Trust Company of Vermont first reported a position in VV in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.53M in Q4 2021. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Trust Company of Vermont held 2,730 shares of Vanguard Morningstar Large-Cap ETF worth $859K as of Q4 2025.
Trust Company of Vermont left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q4 2025.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Trust Company of Vermont's portfolio in Q4 2025, its #212 holding.
Trust Company of Vermont first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 51 quarters since.
Trust Company of Vermont's Vanguard Morningstar Large-Cap ETF position peaked at $1.53M in Q4 2021.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

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