TRUST CO OF VERMONT
Q3 2023 Form 13-F
BRATTLEBORO, VERMONT
CIK 0001134008
· Institutional investment manager
$1.5B Reported Value Total
Reported value
$1.5B
Quarter over quarter
-3.7%
Holdings
812
Top-10 concentration
28.2%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Andrea Freeman
Vice President
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q3 2023 13F record
Q3 2023 13F filing summary
| Period of report | September 30, 2023 |
|---|---|
| Filed | November 27, 2023 |
| Form | 13F-HR |
| Reported value | $1.5B |
| Positions | 812 |
| Change in reported value | -3.5% |
| New positions | 57 |
| Exited positions | 72 |
| Position turnover | 14.6% |
| Top-10 concentration | 28.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 21, 2026
|
1,375 | $2.8B |
|
Q2 2026 13F
Filed Aug 7, 2026
|
1,154 | $2.7B |
|
Q1 2026 13F
Filed Nov 5, 2026
|
1,167 | $2.4B |
|
Q4 2025 13F
Filed Jan 16, 2026
|
1,131 | $2.4B |
|
Q3 2025 13F
Filed Oct 14, 2025
|
1,094 | $2.3B |
|
Q2 2025 13F
Filed Jul 18, 2025
|
1,085 | $2.1B |
|
Q1 2025 13F
Filed Apr 24, 2025
|
1,030 | $2.0B |
|
Q4 2024 13F
Filed Jan 15, 2025
|
1,051 | $2.1B |
|
Q3 2024 13F
Filed Oct 16, 2024
|
1,062 | $2.0B |
|
Q2 2024 13F
Filed Jul 9, 2024
|
900 | $1.8B |
|
Q1 2024 13F
Filed May 3, 2024
|
846 | $1.8B |
|
Q4 2023 13F
Filed Mar 8, 2024
|
799 | $1.5B |
|
Q3 2023 13F
Filed Nov 27, 2023
|
812 | $1.5B |
|
Q2 2023 13F
Filed Jul 17, 2023
|
827 | $1.5B |
|
Q1 2023 13F
Filed Apr 7, 2023
|
870 | $1.4B |
|
Q4 2022 13F
Filed Feb 9, 2023
|
869 | $1.4B |
|
Q3 2022 13F
Filed Oct 24, 2022
|
935 | $1.3B |
|
Q2 2022 13F
Filed Jul 20, 2022
|
866 | $1.3B |
|
Q1 2022 13F
Filed Apr 5, 2022
|
309 | $1.5B |
|
Q4 2021 13F
Filed Jan 21, 2022
|
783 | $1.6B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL Apple Inc | $97.3M | 6.57% |
| 2 | MSFT Microsoft Corp | $62.7M | 4.23% |
| 3 | GOOG Alphabet Inc Cap Stk Cl C | $47.9M | 3.23% |
| 4 | BRK-B Berkshire Hathaway Inc Del Cl B New | $41.6M | 2.81% |
| 5 | AMZN Amazon Com Inc | $37.9M | 2.56% |
| 6 | JPM JP Morgan Chase & Co | $28.7M | 1.94% |
| 7 | COST Costco Wholesale Corporation | $28.4M | 1.91% |
| 8 | JNJ Johnson & Johnson | $24.7M | 1.67% |
| 9 | MA Mastercard Inc | $24.5M | 1.66% |
| 10 | ABBV Abbvie Inc | $23.7M | 1.6% |
| 11 | ACN Accenture PLC Ireland | $22.1M | 1.49% |
| 12 | PEP Pepsico Inc | $20.2M | 1.36% |
| 13 | PG Procter & Gamble Co | $19.6M | 1.32% |
| 14 | TMO Thermo Fisher Scientific Inc | $19.0M | 1.29% |
| 15 | BLK Blackrock Inc | $18.6M | 1.26% |
| 16 | ABT Abbott Laboratories | $18.2M | 1.23% |
| 17 | LOW Lowes Companies Inc | $17.7M | 1.2% |
| 18 | AMAT Applied Materials Inc | $17.7M | 1.2% |
| 19 | BDX Becton Dickinson & Company | $17.2M | 1.16% |
| 20 | HON Honeywell Intl Inc | $17.2M | 1.16% |
Values as reported on the Q3 2023 Form 13F. Every position is in the holdings table below.