Trust Co. of Vermont
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Trust Co. of Vermont reported 844 stock positions worth $1.8 billion. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Microsoft (MSFT, 4.8%) and Alphabet Class C (GOOG, 3.1%). Compared with Q4 2023, it opened 132 new positions, sold out of 90, added to 303 and reduced 141. The biggest buy was a new position in RTX (RTX) and the biggest sale Comcast Class A (CMCSA, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- BRATTLEBORO, VT
- CIK
- 0001134008
- Portfolio Value
- $1.8B (Q1 2024)
- SEC Filing
- 0001134008-24-000003 ↗ filed May 3, 2024
Holdings Value
Holdings 844 stocks · $1.8B
| AAPL Apple Inc. | 5.38% | 562,888 | $96.5M | Add +7.8% |
| MSFT Microsoft Corp. | 4.83% | 206,292 | $86.8M | Add +15.3% |
| GOOG Alphabet Inc. Class C | 3.14% | 370,524 | $56.4M | Add +5.5% |
| AMZN Amazon.com Inc. | 3.11% | 309,221 | $55.8M | Add +6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.78% | 118,714 | $49.9M | Add +4.9% |
| JPM JPMorgan Chase & Co. | 2.33% | 208,593 | $41.8M | Add +26.6% |
| COST Costco Wholesale Corp. | 2.09% | 51,343 | $37.6M | Add +7.5% |
| ABBV Abbvie Inc. | 1.66% | 163,785 | $29.8M | Add +17.1% |
| AMAT Applied Materials Inc. | 1.62% | 141,019 | $29.1M | Add +15.2% |
| MA Mastercard Inc. Class A | 1.62% | 60,328 | $29.1M | Add +1.1% |
| ACN Accenture PLC Class A | 1.45% | 75,014 | $26.0M | Add +7.2% |
| JNJ Johnson & Johnson | 1.42% | 160,680 | $25.4M | Add +13.4% |
| META Meta Platforms Inc. Class A | 1.40% | 51,805 | $25.2M | Add +10.8% |
| NVDA Nvidia Corp. | 1.39% | 27,707 | $25.0M | Add +18.7% |
| PG The Procter & Gamble Co. | 1.35% | 149,158 | $24.2M | Add +14.1% |
| LOW Lowe's Cos Inc. | 1.31% | 92,391 | $23.5M | Add +15.4% |
| TMO Thermo Fisher Scientific Inc. | 1.31% | 40,413 | $23.5M | Add +5.8% |
| BLK BlackRock Finance Inc. | 1.30% | 28,049 | $23.4M | Reduce -0.2% |
| ABT Abbott Laboratories | 1.27% | 200,943 | $22.8M | Add +19.6% |
| UNP Union Pacific Corp. | 1.21% | 88,430 | $21.7M | Add +10.7% |
| NEE Nextera Energy Inc. | 1.19% | 335,638 | $21.5M | Add +19.9% |
| PANW Palo Alto Networks Inc. | 1.19% | 75,390 | $21.4M | Add +10.8% |
| HD Home Depot Inc. | 1.19% | 55,616 | $21.3M | Add +4.9% |
| PEP Pepsico Inc. | 1.18% | 121,116 | $21.2M | Add +13.0% |
| HON Honeywell International Inc. | 1.06% | 92,544 | $19.0M | Add +4.5% |
| BDX Becton Dickinson and Co. | 0.95% | 69,188 | $17.1M | Add +7.3% |
| MRK Merck & Co. Inc. | 0.95% | 129,272 | $17.1M | Add +10.0% |
| V Visa Inc. Class A | 0.93% | 59,578 | $16.6M | Add +11.9% |
| CVX Chevron Corp. | 0.92% | 104,713 | $16.5M | Add +42.7% |
| ECL Ecolab Inc. | 0.91% | 70,462 | $16.3M | Add +10.8% |
| UNH Unitedhealth Group Inc. | 0.89% | 32,132 | $15.9M | Add +17.8% |
| IJR iShares Core S&P Small-Cap E | 0.87% | 141,809 | $15.7M | Add +9.0% |
| EMR Emerson Electric Co. | 0.86% | 136,395 | $15.5M | Add +14.2% |
| RTX RTX Corp. | 0.85% | 157,283 | $15.3M | New |
| INTU Intuit Inc. | 0.85% | 23,456 | $15.2M | Add +1.7% |
| ADP Automatic Data Processing | 0.84% | 60,649 | $15.1M | Add +23.9% |
| IJH iShares Core S&P Midcap ETF | 0.81% | 240,866 | $14.6M | Add +7.3% |
| ETN Eaton Corp. PLC | 0.80% | 45,960 | $14.4M | Reduce -1.1% |
| ADI Analog Devices Inc. | 0.77% | 70,275 | $13.9M | Add +25.1% |
| SBUX Starbucks Corp. | 0.77% | 151,668 | $13.9M | Add +7.5% |
| MCD McDonald's Corp. | 0.76% | 48,641 | $13.7M | Add +11.1% |
| GOOGL Alphabet Inc. Class A | 0.76% | 90,512 | $13.7M | Add +6.0% |
| VTIP Vanguard Short-Term Tips | 0.67% | 252,756 | $12.1M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.67% | 103,510 | $12.0M | Add +32.8% |
| AMT American Tower Corp. | 0.67% | 60,563 | $12.0M | Add +7.5% |
| CMCSA Comcast Corp. Class A | 0.66% | 275,285 | $11.9M | Reduce -14.7% |
| CVS CVS Health Corp. | 0.65% | 146,614 | $11.7M | Add +0.9% |
| ITW Illinois Tool Works | 0.64% | 42,717 | $11.5M | Add +9.9% |
| APD Air Products & Chemicals Inc. | 0.63% | 46,818 | $11.3M | Add +9.1% |
| ADBE Adobe Inc. | 0.62% | 21,975 | $11.1M | Add +25.9% |
| CRM Salesforce Inc. | 0.60% | 36,036 | $10.9M | Reduce -0.1% |
| PFE Pfizer Inc. | 0.60% | 387,326 | $10.7M | Add +21.1% |
| CME Cme Group Inc. | 0.60% | 49,752 | $10.7M | Add +3.7% |
| O Realty Income Corp. | 0.59% | 195,458 | $10.6M | Add +14.9% |
| SYK Stryker Corp. | 0.58% | 29,201 | $10.5M | Add +21.7% |
| BKNG Booking Holdings Inc. | 0.57% | 2,806 | $10.2M | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.56% | 201,899 | $10.1M | Add +7.2% |
| CHD Church & Dwight Co. Inc. | 0.56% | 95,869 | $10.0M | Add +15.5% |
| WMT Walmart Inc. | 0.51% | 152,210 | $9.2M | Add +9.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 74,389 | $9.1M | Reduce -3.4% |
| NKE Nike Inc. Class B | 0.51% | 96,586 | $9.1M | Add +14.6% |
| ICE Intercontinental Exchange Inc. | 0.49% | 63,997 | $8.8M | Add +19.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 45,317 | $8.7M | Add +38.1% |
| DE Deere & Co. | 0.48% | 20,797 | $8.5M | Add +25.6% |
| ENB Enbridge Inc. | 0.48% | 236,058 | $8.5M | Reduce -6.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.47% | 82,601 | $8.4M | Add +11.0% |
| NSC Norfolk Southern Corp. | 0.45% | 31,664 | $8.1M | Add +36.2% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 151,512 | $7.6M | Add +5.9% |
| CI The Cigna Group | 0.39% | 19,222 | $7.0M | Add +13.8% |
| MMM 3M Co. | 0.38% | 64,804 | $6.9M | Add +2.0% |
| AMGN Amgen Inc. | 0.38% | 23,760 | $6.8M | Add +34.7% |
| LMT Lockheed Martin Corp. | 0.36% | 14,072 | $6.4M | Add +2.8% |
| WM Waste Management Inc. | 0.36% | 29,975 | $6.4M | Add +6.0% |
| LLY Eli Lilly & Co. | 0.35% | 8,157 | $6.3M | Add +17.6% |
| IVV iShares Core S&P 500 ETF | 0.34% | 11,545 | $6.1M | Reduce -0.5% |
| MDT Medtronic PLC | 0.33% | 67,693 | $5.9M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 11,229 | $5.9M | Reduce -9.6% |
| MDLZ Mondelez International Inc. Class A | 0.32% | 82,479 | $5.8M | Add +80.0% |
| STZ Constellation Brands Inc. Class A | 0.32% | 21,049 | $5.7M | Reduce -5.5% |
| ADSK Autodesk Inc. | 0.32% | 21,948 | $5.7M | Reduce -3.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.32% | 74,018 | $5.7M | Reduce -8.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 94,463 | $5.5M | Add +1.1% |
| CB Chubb Ltd. | 0.30% | 21,072 | $5.5M | Reduce -6.7% |
| VIG Vanguard Dividend Apprec ETF | 0.30% | 29,705 | $5.4M | Add +2.7% |
| VZ Verizon Communications Inc. | 0.30% | 129,000 | $5.4M | Add +3.0% |
| ORCL Oracle Corp. | 0.30% | 43,049 | $5.4M | Add +17.9% |
| AXP American Express Co. | 0.29% | 23,058 | $5.3M | Add +60.5% |
| DHR Danaher Corp. | 0.29% | 20,800 | $5.2M | Add +7.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 11,523 | $5.1M | Add +1.8% |
| PAYX Paychex Inc. | 0.28% | 41,409 | $5.1M | Reduce -8.5% |
| VOO Vanguard S&P 500 ETF | 0.27% | 10,261 | $4.9M | Add +6.3% |
| CAT Caterpillar Inc. | 0.27% | 13,297 | $4.9M | Add +9.6% |
| NVS Novartis AG-Sponsored ADR | 0.27% | 49,267 | $4.8M | Add +11.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 117,334 | $4.4M | Reduce -1.1% |
| KO The Coca-Cola Co. | 0.25% | 72,716 | $4.4M | Add +27.8% |
| DEO Diageo PLC-Sponsored ADR | 0.24% | 29,050 | $4.3M | Reduce -2.5% |
| ALL Allstate Corp. | 0.24% | 24,643 | $4.3M | Add +7.3% |
| PAG Penske Automotive Group Inc. | 0.24% | 26,280 | $4.3M | Reduce -0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 99,747 | $4.2M | Add +0.1% |
| LIN Linde PLC | 0.23% | 8,925 | $4.1M | Add +1.9% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $48K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 40 | $48K | New |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 4 | $172 | New |
Total filed on the 13F, all lines: $1.8B.
Portfolio Sells Q4 2023 → Q1 2024
| CMCSA Comcast Corp. Class A | Reduce -14.7% | 0.66% | −0.28 |
| BLK BlackRock Finance Inc. | Reduce -0.2% | 1.30% | −0.22 |
| ENB Enbridge Inc. | Reduce -6.0% | 0.48% | −0.13 |
| ABBNY Abb Ltd.-Spon ADR | Sold out | 0.00% | −0.09 |
| PAYX Paychex Inc. | Reduce -8.5% | 0.28% | −0.08 |
| MSM MSC Industrial Direct Co. Class A | Reduce -10.3% | 0.19% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.6% | 0.33% | −0.07 |
| BN Brookfield Corp. | Reduce -27.6% | 0.11% | −0.07 |
| CCK Crown Holdings Inc. | Reduce -9.6% | 0.12% | −0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -8.7% | 0.32% | −0.05 |
| ADSK Autodesk Inc. | Reduce -3.9% | 0.32% | −0.05 |
| DEO Diageo PLC-Sponsored ADR | Reduce -2.5% | 0.24% | −0.05 |
| PAG Penske Automotive Group Inc. | Reduce -0.9% | 0.24% | −0.05 |
| MDT Medtronic PLC | Reduce -0.1% | 0.33% | −0.04 |
| STZ Constellation Brands Inc. Class A | Reduce -5.5% | 0.32% | −0.04 |
| ED Consolidated Edison Inc. | Reduce -45.2% | 0.03% | −0.04 |
| DOW Dow Inc. | Reduce -24.1% | 0.08% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -4.2% | 0.21% | −0.04 |
| CB Chubb Ltd. | Reduce -6.7% | 0.30% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 0.34% | −0.03 |
| CRM Salesforce Inc. | Reduce -0.1% | 0.60% | −0.03 |
| UL Unilever PLC | Reduce -8.8% | 0.11% | −0.03 |
| LNG Cheniere Energy Inc. | Reduce -0.5% | 0.10% | −0.03 |
| CAH Cardinal Health Inc. | Reduce -31.5% | 0.04% | −0.02 |
| CLX Clorox Company | Reduce -1.0% | 0.18% | −0.02 |
| SYY Sysco Corp. | Reduce -13.1% | 0.09% | −0.02 |
| AROW Arrow Financial Corp. | Reduce -1.0% | 0.05% | −0.02 |
| BAC Bank of America Corp. | Reduce -1.1% | 0.25% | −0.02 |
| GLD SPDR Gold Shares | Reduce -3.3% | 0.10% | −0.01 |
| COF Capital One Financial Corp. | Reduce -3.8% | 0.15% | −0.01 |
| POR Portland General Electric Co. | Reduce -32.9% | 0.02% | −0.01 |
| K Kellanova | Reduce -23.8% | 0.03% | −0.01 |
| GPC Genuine Parts Co. | Reduce -9.4% | 0.07% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -3.3% | 0.10% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -0.4% | 0.06% | −0.01 |
| SNEX Stonex Group Inc. | Reduce -3.4% | 0.04% | −0.01 |
| BIIB Biogen Inc. | Reduce -0.4% | 0.03% | −0.01 |
| HLMIX Hrdng LVNR Intl Eqty-Inst | Sold out | 0.00% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -1.0% | 0.08% | −0.01 |
| OXY Occidental Petroleum Corp. | Reduce -14.2% | 0.04% | −0.01 |
| TROW T Rowe Price Group Inc. | Reduce -3.3% | 0.09% | −0.01 |
| BYDDY BYD Co. Ltd.-Unsponsored ADR | Sold out | 0.00% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -27.8% | 0.01% | −0.01 |
| FEEQUX FT 10506 SDS PF QU2023SCS-US | Sold out | 0.00% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -9.7% | 0.02% | −0.01 |
| SEE Sealed Air Corp. | Reduce -5.4% | 0.03% | −0.01 |
| SDZNY Sandoz Group AG-ADR | Sold out | 0.00% | −0.01 |
| WAT Waters Corp. | Reduce -0.0% | 0.05% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -50.9% | 0.00% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.3% | 0.05% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| RTX RTX Corp. | New | 0.85% | +0.85 |
| NVDA Nvidia Corp. | Add +18.7% | 1.39% | +0.62 |
| JPM JPMorgan Chase & Co. | Add +26.6% | 2.33% | +0.46 |
| MSFT Microsoft Corp. | Add +15.3% | 4.83% | +0.35 |
| META Meta Platforms Inc. Class A | Add +10.8% | 1.40% | +0.30 |
| AMAT Applied Materials Inc. | Add +15.2% | 1.62% | +0.30 |
| ABBV Abbvie Inc. | Add +17.1% | 1.66% | +0.22 |
| CVX Chevron Corp. | Add +42.7% | 0.92% | +0.19 |
| AMZN Amazon.com Inc. | Add +6.5% | 3.11% | +0.16 |
| XOM Exxon Mobil Corp. | Add +32.8% | 0.67% | +0.15 |
| IBM Intl Business Machines Corp. | Add +38.1% | 0.48% | +0.12 |
| LOW Lowe's Cos Inc. | Add +15.4% | 1.31% | +0.12 |
| AXP American Express Co. | Add +60.5% | 0.29% | +0.11 |
| CSX CSX Corp. | Add +312.7% | 0.14% | +0.10 |
| SYK Stryker Corp. | Add +21.7% | 0.58% | +0.10 |
| MDLZ Mondelez International Inc. Class A | Add +80.0% | 0.32% | +0.10 |
| TMUS T-Mobile US Inc. | Add +146.4% | 0.19% | +0.10 |
| MRK Merck & Co. Inc. | Add +10.0% | 0.95% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.9% | 2.78% | +0.09 |
| EMR Emerson Electric Co. | Add +14.2% | 0.86% | +0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +62.9% | 0.21% | +0.08 |
| LLY Eli Lilly & Co. | Add +17.6% | 0.35% | +0.08 |
| ADP Automatic Data Processing | Add +23.9% | 0.84% | +0.08 |
| NSC Norfolk Southern Corp. | Add +36.2% | 0.45% | +0.08 |
| PG The Procter & Gamble Co. | Add +14.1% | 1.35% | +0.07 |
| MO Altria Group Inc. | Add +265.5% | 0.10% | +0.07 |
| MTCH Match Group Inc. | New | 0.07% | +0.07 |
| ECL Ecolab Inc. | Add +10.8% | 0.91% | +0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1089.9% | 0.07% | +0.06 |
| AMP Ameriprise Financial Inc. | Add +445.6% | 0.07% | +0.06 |
| NEE Nextera Energy Inc. | Add +19.9% | 1.19% | +0.06 |
| CI The Cigna Group | Add +13.8% | 0.39% | +0.05 |
| GWW WW Grainger Inc. | Add +412.6% | 0.06% | +0.05 |
| MPC Marathon Petroleum Corp. | Add +609.3% | 0.06% | +0.05 |
| UNB Union Bankshares Inc. | Add +1571.9% | 0.05% | +0.05 |
| TPL Texas Pacific Land Corp. | New | 0.05% | +0.05 |
| ORCL Oracle Corp. | Add +17.9% | 0.30% | +0.04 |
| CTVA Corteva Inc. | Add +55.4% | 0.11% | +0.04 |
| ABT Abbott Laboratories | Add +19.6% | 1.27% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +34.2% | 0.21% | +0.04 |
| AMGN Amgen Inc. | Add +34.7% | 0.38% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.1% | 0.21% | +0.04 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.04% | +0.04 |
| DE Deere & Co. | Add +25.6% | 0.48% | +0.03 |
| CHD Church & Dwight Co. Inc. | Add +15.5% | 0.56% | +0.03 |
| TGT Target Corp. | Add +22.8% | 0.16% | +0.03 |
| CAT Caterpillar Inc. | Add +9.6% | 0.27% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +45.6% | 0.10% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +19.6% | 0.49% | +0.03 |
| CL Colgate-Palmolive Co. | Add +33.8% | 0.15% | +0.03 |
Notes & Other Activity Q4 2023 → Q1 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 40 | $48K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | New | 4 | $172 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,154 | $2.7B | AAPL, GOOG, MSFT, AMAT, AMZN |
| Q4 2025 | 1,131 | $2.4B | AAPL, GOOG, MSFT, AMZN, JPM |
| Q3 2025 | 1,094 | $2.3B | AAPL, MSFT, GOOG, AMZN, JPM |
| Q2 2025 | 1,085 | $2.1B | AAPL, MSFT, AMZN, GOOG, JPM |
| Q1 2025 | 1,024 | $2.0B | AAPL, MSFT, BRK.B, AMZN, GOOG |
| Q4 2024 | 1,049 | $2.1B | AAPL, MSFT, GOOG, AMZN, BRK.B |
| Q3 2024 | 1,064 | $2.0B | AAPL, MSFT, GOOG, AMZN, BRK.B |
| Q2 2024 | 900 | $1.8B | AAPL, MSFT, GOOG, AMZN, BRK.B |
| Q1 2024 | 844 | $1.8B | AAPL, MSFT, GOOG, AMZN, BRK.B |