TRUST CO OF VERMONT
Q4 2023 Form 13-F
BRATTLEBORO, VERMONT
CIK 0001134008
· Institutional investment manager
$1.5B Reported Value Total
Reported value
$1.5B
Quarter over quarter
+9.7%
Holdings
799
Top-10 concentration
29.0%
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.
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | March 08, 2024 |
| Form | 13F-HR |
| Reported value | $1.5B |
| Positions | 799 |
| Change in reported value | +1.3% |
| New positions | 105 |
| Exited positions | 118 |
| Position turnover | 24.3% |
| Top-10 concentration | 29.0% |
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 · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL Apple Inc | $100.5M | 6.7% |
| 2 | MSFT Microsoft Corp | $67.3M | 4.49% |
| 3 | GOOG Alphabet Inc Cap Stk Cl C | $49.5M | 3.3% |
| 4 | AMZN Amazon Com Inc | $44.1M | 2.94% |
| 5 | BRK-B Berkshire Hathaway Inc Del Cl B New | $40.4M | 2.69% |
| 6 | COST Costco Wholesale Corporation | $31.5M | 2.1% |
| 7 | JPM JP Morgan Chase & Co | $28.0M | 1.87% |
| 8 | MA Mastercard Inc | $25.5M | 1.7% |
| 9 | ACN Accenture PLC Ireland | $24.6M | 1.64% |
| 10 | BLK Blackrock Inc | $22.8M | 1.52% |
| 11 | JNJ Johnson & Johnson | $22.2M | 1.48% |
| 12 | ABBV Abbvie Inc | $21.7M | 1.45% |
| 13 | TMO Thermo Fisher Scientific Inc | $20.3M | 1.35% |
| 14 | PANW Palo Alto Networks Inc | $20.1M | 1.34% |
| 15 | AMAT Applied Materials Inc | $19.8M | 1.32% |
| 16 | UNP Union Pacific Corp | $19.6M | 1.31% |
| 17 | PG Procter & Gamble Co | $19.1M | 1.28% |
| 18 | HON Honeywell Intl Inc | $18.6M | 1.24% |
| 19 | ABT Abbott Laboratories | $18.5M | 1.23% |
| 20 | HD Home Depot | $18.4M | 1.22% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.