CIK: 0001134008
Total reported value
$2.4B
Reporting period: 2025-12-31 · Number of holdings: 1398
TRUST CO OF VERMONT disclosed 1398 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $2.4B and a quarterly turnover rate of 11.5%.
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Trust Co Of Vermont's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 56 equally-sized positions, well below its 1398 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.40), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 67% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add GOOG
-1.2% $25.3M
Add VTIP
+62.7% $13.4M
Trim MSFT
+1.7% -$6.1M
Add AAPL
+2.7% $14.0M
Trim ACN
-34.4% -$5.7M
Add AVGO
+102.2% $6.5M
Showing top 200 holdings (of 1398 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 6.61% | +0.33% | +2.72% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.92% | +0.90% | -1.16% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.80% | -0.47% | +1.72% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.12% | +0.08% | +1.63% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.82% | — | -0.41% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.71% | — | +1.22% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.63% | — | +1.70% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.88% | -0.20% | +1.26% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | -0.15% | +7.12% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | +0.24% | +18.81% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.65% | +0.21% | +7.29% | |
| 12 | ABBV | Abbvie INC | Stock-Healthcare | 1.61% | -0.15% | -3.38% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.51% | +0.52% | +62.67% | |
| 14 | PANW | Palo Alto Networks INC | Stock-Tech | 1.42% | -0.15% | +4.46% | |
| 15 | AMAT | Applied Materials INC | Stock-Tech | 1.40% | +0.23% | -0.87% | |
| 16 | NEE | Nextera Energy INC | Stock-Utilities | 1.39% | +0.08% | +3.46% | |
| 17 | MA | Mastercard INC - A | Stock-Financials | 1.37% | — | -0.67% | |
| 18 | BLK | Blackrock INC | Stock-Financials | 1.24% | -0.16% | +0.63% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.24% | +1.29% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.16% | +0.15% | +10.65% | |
| 21 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.16% | +0.15% | -0.05% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.14% | +0.05% | +7.81% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.13% | -0.15% | -1.29% | |
| 24 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 1.07% | — | +3.37% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.07% | +0.04% | -1.89% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-Other | 1.03% | +0.21% | +17.23% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | +0.01% | +2.86% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.98% | -0.12% | -1.04% | |
| 29 | EMR | Emerson Electric Co | Stock-Industrials | 0.91% | — | +3.56% | |
| 30 | CRM | Salesforce INC | Stock-Tech | 0.89% | +0.14% | +10.84% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.88% | — | +4.38% | |
| 32 | HD | Home Depot INC | Stock-Consumer Disc | 0.84% | -0.15% | +4.06% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.82% | -0.20% | -15.02% | |
| 34 | ADI | Analog Devices INC | Stock-Tech | 0.78% | +0.06% | +2.99% | |
| 35 | ECL | Ecolab INC | Stock-Materials | 0.77% | — | +1.16% | |
| 36 | HON | Honeywell International INC | Stock-Industrials | 0.76% | -0.11% | -2.12% | |
| 37 | INTU | Intuit INC | Stock-Tech | 0.75% | — | +0.43% | |
| 38 | CME | Cme Group INC | Stock-Financials | 0.75% | — | +4.49% | |
| 39 | WMT | Walmart INC | Stock-Consumer Staples | 0.75% | — | -3.54% | |
| 40 | PEP | Pepsico INC | Stock-Consumer Staples | 0.69% | — | -2.35% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.67% | -0.10% | +5.44% | |
| 42 | O | Realty Income CORP | Stock-Real Estate | 0.66% | — | +4.21% | |
| 43 | CSCO | Cisco Systems INC | Stock-Tech | 0.65% | +0.05% | +0.25% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.63% | — | -5.69% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.63% | -0.11% | +1.08% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | — | -5.38% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | — | -4.45% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.59% | -0.27% | -34.40% | |
| 49 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.58% | — | +0.35% | |
| 50 | AVGO | Broadcom INC | Stock-Tech | 0.51% | +0.26% | +102.22% |
Performance for Q3 2026
+3.3%
Performance Last 4 Quarters
+20.7%
Based on 73% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2025-12-31 | 1398 | $2.4B | 12 | |
| 2025-09-30 | 1367 | $2.3B | 21 | |
| 2025-06-30 | 1361 | $2.1B | 0 | |
| 2025-03-31 | 1311 | $2.0B | 100 | |
| 2024-12-31 | 1331 | $2.1B | 0 | |
| 2024-09-30 | 1348 | $2.0B | 0 | |
| 2024-06-30 | 1184 | $1.8B | 0 | |
| 2024-03-31 | 1129 | $1.8B | 0 | |
| 2023-12-31 | 803 | $1.5B | 0 | |
| 2023-09-30 | 1099 | $1.5B | 0 | |
| 2023-06-30 | 1119 | $1.5B | 0 | |
| 2023-03-31 | 1170 | $1.4B | 0 | |
| 2022-12-31 | 1169 | $1.4B | 0 | |
| 2022-09-30 | 1314 | $1.3B | 0 | |
| 2022-06-30 | 1228 | $1.3B | 0 | |
| 2022-03-31 | 549 | $1.5B | 0 | |
| 2021-12-31 | 1100 | $1.6B | 0 | |
| 2021-09-30 | 532 | $1.4B | 0 | |
| 2021-06-30 | 1083 | $1.4B | 96 | |
| 2021-03-31 | 1053 | $1.3B | 10 | |
| 2020-12-31 | 1056 | $1.3B | 15 | |
| 2020-09-30 | 1059 | $1.1B | 12 | |
| 2020-06-30 | 1075 | $1.0B | 18 | |
| 2020-03-31 | 1198 | $1.1B | 23 | |
| 2019-12-31 | 1253 | $1.3B | 13 | |
| 2019-09-30 | 1347 | $1.2B | 9 | |
| 2019-06-30 | 1369 | $1.2B | 10 | |
| 2019-03-31 | 1341 | $1.2B | 14 | |
| 2018-12-31 | 1359 | $1.0B | 17 | |
| 2018-09-30 | 1446 | $1.2B | 11 | |
| 2018-06-30 | 1462 | $1.1B | 10 | |
| 2018-03-31 | 1348 | $1.1B | 10 | |
| 2017-12-31 | 1367 | $1.1B | 11 | |
| 2017-09-30 | 1312 | $1.0B | 9 | |
| 2017-06-30 | 1390 | $974.5M | 10 | |
| 2017-03-31 | 1278 | $925.3M | 13 | |
| 2016-12-31 | 1337 | $867.8M | 14 | |
| 2016-09-30 | 1203 | $797.5M | 12 | |
| 2016-06-30 | 1210 | $753.0M | 9 | |
| 2016-03-31 | 1095 | $714.6M | 12 | |
| 2015-12-31 | 1180 | $697.9M | 17 | |
| 2015-09-30 | 1158 | $642.0M | 14 | |
| 2015-06-30 | 1169 | $687.4M | 8 | |
| 2015-03-31 | 1109 | $687.2M | 11 | |
| 2014-12-31 | 1150 | $685.7M | 10 | |
| 2014-09-30 | 1148 | $661.1M | 8 | |
| 2014-06-30 | 1070 | $648.0M | 9 | |
| 2014-03-31 | 1055 | $610.6M | 10 | |
| 2013-12-31 | 1027 | $596.6M | 11 | |
| 2013-09-30 | 1012 | $545.1M | 10 | |
| 2013-06-30 | 1010 | $512.1M | 0 |
Trust Co Of Vermont's most significant position changes for 2025-12-31: Sold out: Unilever PLC (UL); New buy: Unilever Plc-sponsored Adr (UL); Trim: Alphabet Inc-cl C (GOOG) — shares -1.16%; Add: Vanguard Short-term Tips (VTIP) — shares +62.67%; Add: Microsoft CORP (MSFT) — shares +1.72%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -1.16% | Trim |
| 2 | VTIP | Vanguard Short-term Tips | +0.5% | +62.67% | Add |
| 3 | AAPL | Apple INC | +0.3% | +2.72% | Add |
| 4 | AVGO | Broadcom INC | +0.3% | +102.22% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +18.81% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.29% | Add |
| 7 | AMAT | Applied Materials INC | +0.2% | -0.87% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.2% | +7.29% | Add |
| 9 | VHT | Vanguard Health Care ETF | +0.2% | +17.23% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +10.65% | Add |
| 11 | TMO | Thermo Fisher Scientific INC | +0.2% | -0.05% | Trim |
| 12 | CRM | Salesforce INC | +0.1% | +10.84% | Add |
| 13 | UBER | Uber Technologies INC | +0.1% | +1710.34% | Add |
| 14 | VGSH | Vanguard Short-term Treasury | +0.1% | +139.82% | Add |
| 15 | AMZN | Amazon.com INC | +0.1% | +1.63% | Add |
| 16 | NEE | Nextera Energy INC | +0.1% | +3.46% | Add |
| 17 | LLY | Eli Lilly & Co | +0.1% | -5.76% | Trim |
| 18 | MRK | Merck & Co. INC. | +0.1% | -0.49% | Trim |
| 19 | ADI | Analog Devices INC | +0.1% | +2.99% | Add |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +18.66% | Add |
| 21 | CMI | Cummins INC | +0.1% | +5.57% | Add |
| 22 | PLD | Prologis INC | +0.1% | +11.23% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +7.81% | Add |
| 24 | CSCO | Cisco Systems INC | +0.1% | +0.25% | Add |
| 25 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +16.74% | Add |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +14.05% | Add |
| 27 | RTX | Rtx CORP | 0% | -1.89% | Trim |
| 28 | VEA | Vanguard Ftse Developed ETF | 0% | +8.53% | Add |
| 29 | V | Visa Inc-class A Shares | 0% | +2.86% | Add |
| 30 | BDX | Becton Dickinson And Co | -0.1% | -18.17% | Trim |
| 31 | AMT | American Tower CORP | -0.1% | -6.81% | Trim |
| 32 | APD | Air Products & Chemicals INC | -0.1% | -3.87% | Trim |
| 33 | ETN | Eaton Corporation plc | -0.1% | +5.44% | Add |
| 34 | CMCSA | Comcast Corp-class A | -0.1% | -47.16% | Trim |
| 35 | ADP | Automatic Data Processing | -0.1% | +1.08% | Add |
| 36 | HON | Honeywell International INC | -0.1% | -2.12% | Trim |
| 37 | ABT | Abbott Laboratories | -0.1% | -1.04% | Trim |
| 38 | HD | Home Depot INC | -0.2% | +4.06% | Add |
| 39 | PG | Procter & Gamble Co/the | -0.2% | -1.29% | Trim |
| 40 | PANW | Palo Alto Networks INC | -0.2% | +4.46% | Add |
| 41 | ABBV | Abbvie INC | -0.2% | -3.38% | Trim |
| 42 | META | Meta Platforms Inc-class A | -0.2% | +7.12% | Add |
| 43 | BLK | Blackrock INC | -0.2% | +0.63% | Add |
| 44 | ORCL | Oracle CORP | -0.2% | +1.92% | Add |
| 45 | UNP | Union Pacific CORP | -0.2% | -15.02% | Trim |
| 46 | COST | Costco Wholesale CORP | -0.2% | +1.26% | Add |
| 47 | ACN | Accenture plc | -0.3% | -34.40% | Trim |
| 48 | MSFT | Microsoft CORP | -0.5% | +1.72% | Add |
| 49 | UL | Unilever PLC | — | EXIT | Sold out |
| 50 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2025-12-31 | 2026-01-16 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-18 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-24 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-15 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-16 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-09 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-03 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-03-08 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-27 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-17 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-07 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-09 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-24 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-20 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-05 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-21 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-22 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-15 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-16 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-03 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-06 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-17 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-24 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-06 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-24 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-26 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-30 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-26 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-11 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-18 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-02 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-24 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-12 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-04 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-01 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-21 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-18 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-27 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-29 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-29 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-16 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-06-01 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-30 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-12-02 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-16 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-18 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-30 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-30 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-10-30 | 13F-HR | View on EDGAR |
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