TRUST CO OF VERMONT
Q3 2024 Form 13-F

BRATTLEBORO, VERMONT
CIK 0001134008 · Institutional investment manager
$2.0B Reported Value Total
Reported value
$2.0B
Quarter over quarter
+6.8%
Holdings
1,062
Top-10 concentration
29.8%

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Andrea Freeman
Vice President

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Q3 2024 13F record

Q3 2024 13F filing summary

Q3 2024 Form 13F portfolio summary
Period of report September 30, 2024
Filed October 16, 2024
Form 13F-HR
Reported value $2.0B
Positions 1,062
Change in reported value +8.4%
New positions 224
Exited positions 61
Position turnover 25.4%
Top-10 concentration 29.8%

13F filings by quarter

Form 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 2024

Largest Q3 2024 13F positions by reported value
# Holding Reported value % of portfolio
1 AAPL Apple Inc $130.7M 6.55%
2 MSFT Microsoft Corp $91.8M 4.6%
3 GOOG Alphabet Inc Cap Stk Cl C $62.5M 3.13%
4 AMZN Amazon Com Inc $58.7M 2.94%
5 BRK-B Berkshire Hathaway Inc Del Cl B New $55.9M 2.8%
6 COST Costco Wholesale Corporation $45.7M 2.29%
7 JPM JP Morgan Chase & Co $44.5M 2.23%
8 NVDA Nvidia Corporation $38.5M 1.93%
9 ABBV Abbvie Inc $34.1M 1.71%
10 META Meta Platforms Inc $33.0M 1.65%
11 NEE Nextera Energy Inc $31.0M 1.55%
12 MA Mastercard Inc $29.7M 1.49%
13 PG Procter & Gamble Co $29.0M 1.46%
14 AMAT Applied Materials Inc $28.2M 1.41%
15 BLK Blackrock Inc $27.9M 1.4%
16 PANW Palo Alto Networks Inc $27.4M 1.37%
17 ACN Accenture PLC Ireland $27.3M 1.37%
18 TMO Thermo Fisher Scientific Inc $26.9M 1.35%
19 JNJ Johnson & Johnson $26.0M 1.3%
20 LOW Lowes Companies Inc $25.9M 1.3%

Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.

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