Institutional Manager · CIK 0001134008
TRUST CO OF VERMONT
BRATTLEBORO, VT · File #028-10003
Latest AUM
$2.40B
Positions
1,399
Top-10 Concentration
46.3%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | SPDR S&P 500 ETF | SPY | +13,818 | +$9.4M | +$3,683 |
| REDUCE | Broadcom Inc | AVGO | -17,256 | -$6.0M | +$283,917 |
| ADD | Vanguard Short Term Treas ETF | 92206C102 | +34,861 | +$2.0M | -$2,992 |
| ADD | Vanguard Total Stock Mkt ETF | 922908769 | +3,680 | +$1.2M | +$185,949 |
| ADD | Price T Rowe Group Inc | TROW | +10,069 | +$1.0M | -$12 |
| ADD | IShares S&P Midcap 400 Value Index Fd | 464287705 | +7,680 | +$1.0M | +$8,073 |
| ADD | Vanguard Total Intl Bond ETF | 92203J407 | +17,207 | +$831,442 | -$23,285 |
| ADD | Schwab Strategic Tr US Broad Mkt ETF | 808524102 | +26,658 | +$699,239 | +$28,433 |
| ADD | Service Now | NOW | +4,449 | +$681,543 | -$840,731 |
| REDUCE | Apple Inc | AAPL | -2,034 | -$552,963 | +$649,347 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251,399 pos · $2.40B
- 13F HOLDINGS REPORTQ/E Sep 20251,367 pos · $2.30B
- 13F HOLDINGS REPORTQ/E Jun 20251,361 pos · $2.12B
- 13F HOLDINGS REPORTQ/E Mar 20251,311 pos · $2.00B
- 13F HOLDINGS REPORTQ/E Dec 20241,331 pos · $2.06B
- 13F HOLDINGS REPORTQ/E Sep 20241,348 pos · $2.00B
- 13F HOLDINGS REPORTQ/E Jun 20241,184 pos · $1.84B
- 13F HOLDINGS REPORTQ/E Mar 20241,129 pos · $1.80B
- 13F HOLDINGS REPORTQ/E Mar 20241,124 pos · $1.50B
- 13F HOLDINGS REPORTQ/E Dec 20231,099 pos · $1.48B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL | 546,829 | $148.7M | 9.18% |
| 2 | Alphabet Inc Cap Stk Cl C | GOOG | 364,092 | $114.3M | 7.05% |
| 3 | Microsoft Corp | MSFT | 219,209 | $106.0M | 6.54% |
| 4 | Amazon Com Inc | AMZN | 312,935 | $72.2M | 4.46% |
| 5 | Nvidia Corporation | NVDA | 342,463 | $63.9M | 3.94% |
| 6 | Berkshire Hathaway Inc Del Cl B New | BRK-A | 122,896 | $61.8M | 3.81% |
| 7 | JP Morgan Chase & Co | VYLD | 178,243 | $57.4M | 3.54% |
| 8 | Meta Platforms Inc | META | 64,511 | $42.6M | 2.63% |
| 9 | Costco Wholesale Corporation | 22160K105 | 49,023 | $42.3M | 2.61% |
| 10 | Vanguard Idx Fds S&P 500 ETF | 922908363 | 66,307 | $41.6M | 2.57% |
| 11 | Johnson & Johnson | JNJ | 174,718 | $36.2M | 2.23% |
| 12 | Vanguard Short Term Inflation Prot Secs ETF | 922020805 | 723,667 | $35.8M | 2.21% |
| 13 | Abbvie Inc | ABBV | 148,284 | $33.9M | 2.09% |
| 14 | Palo Alto Networks Inc | PANW | 181,648 | $33.5M | 2.07% |
| 15 | Nextera Energy Inc | NEE-PW | 402,724 | $32.3M | 2.00% |
| 16 | Mastercard Inc | MA | 56,300 | $32.1M | 1.98% |
| 17 | Applied Materials Inc | 038222105 | 124,897 | $32.1M | 1.98% |
| 18 | Blackrock Inc | BLK | 27,238 | $29.2M | 1.80% |
| 19 | Alphabet Inc Cap Stk Cl A | GOOG | 88,070 | $27.6M | 1.70% |
| 20 | Taiwan Semiconductor Manufacturing Co | 874039100 | 90,613 | $27.5M | 1.70% |