UNION BANKSHARES INC /VT (UNB) Top Institutional Shareholders
UNION BANKSHARES INC /VT (UNB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $21.94M in UNB holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of UNB tracked by InsiderSet, reporting ownership valued at approximately $4.86M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.72M, representing an estimated loss of -2.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed UNB value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Cardinal Capital Management, and several other long-term asset managers with concentrated positions in UNION BANKSHARES INC /VT (UNB).
This page ranks the largest institutional UNB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
49
Total Reported Value
$21.94M
Largest Holder
Blackrock, Inc.
Largest Position
$4.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 200,031 | $4,864,754 | $4,720,732 | -$144,022 | -2.96% | |
| Vanguard Capital Management Llc | 0.00% | 149,474 | $3,635,208 | $3,527,586 | -$107,622 | -2.96% | |
| Cardinal Capital Management | 0.32% | 102,560 | $2,494,260 | $2,420,416 | -$73,844 | -2.96% | |
| Geode Capital Management, Llc | 0.00% | 88,480 | $2,152,090 | $2,088,128 | -$63,962 | -2.97% | |
| Northern Trust Corp | 0.00% | 47,643 | $1,158,678 | $1,124,375 | -$34,303 | -2.96% | |
| Dimensional Fund Advisors Lp | 0.00% | 41,052 | $998,349 | $968,827 | -$29,522 | -2.96% | |
| Cannell & Spears Llc | 0.02% | 40,169 | $972,893 | $947,988 | -$24,905 | -2.56% | |
| State Street Corp | 0.00% | 36,575 | $889,504 | $863,170 | -$26,334 | -2.96% | |
| Goldman Sachs Group Inc | 0.00% | 29,106 | $707,858 | $686,902 | -$20,956 | -2.96% | |
| Vanguard Fiduciary Trust Co | 0.00% | 25,348 | $616,463 | $598,213 | -$18,250 | -2.96% | |
| Vanguard Portfolio Management Llc | 0.00% | 21,757 | $529,130 | $513,465 | -$15,665 | -2.96% | |
| Morgan Stanley | 0.00% | 19,802 | $481,591 | $467,327 | -$14,264 | -2.96% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 18,232 | $443,402 | $430,275 | -$13,127 | -2.96% |
| Lpl Financial Llc | 0.00% | 13,873 | $337,381 | $327,403 | -$9,978 | -2.96% | |
| Citadel Advisors Llc | 0.00% | 11,546 | $280,799 | $272,486 | -$8,313 | -2.96% | |
| Charles Schwab Investment Management Inc | 0.00% | 11,210 | $272,627 | $264,556 | -$8,071 | -2.96% | |
| Eversource Wealth Advisors, Llc | 0.01% | 921 | $264,389 | $21,736 | -$242,653 | -91.78% | |
| Community Financial Services Group, Llc | 0.04% | 8,180 | $199,592 | $193,048 | -$6,544 | -3.28% | |
| Barclays Plc | 0.00% | 3,763 | $91,516 | $88,807 | -$2,709 | -2.96% | |
| Deutsche Bank Ag\ | 0.00% | 3,231 | $78,578 | $76,252 | -$2,326 | -2.96% | |
| New York State Common Retirement Fund | 0.00% | 2,900 | $70,528 | $68,440 | -$2,088 | -2.96% | |
| Rhumbline Advisers | 0.00% | 2,831 | $68,844 | $66,812 | -$2,032 | -2.95% | |
| Wells Fargo & Company/Mn | 0.00% | 2,096 | $50,960 | $49,466 | -$1,494 | -2.93% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 1,812 | $44,068 | $42,763 | -$1,305 | -2.96% | |
| Vanguard Global Advisers, Llc | 0.00% | 1,628 | $39,593 | $38,421 | -$1,172 | -2.96% | |
| Ubs Group Ag | 0.00% | 1,357 | $33,002 | $32,025 | -$977 | -2.96% | |
| Police & Firemen'S Retirement System Of New Jersey | 0.00% | 1,202 | $29,233 | $28,367 | -$866 | -2.96% | |
| Bnp Paribas Financial Markets | 0.00% | 1,012 | $24,612 | $23,883 | -$729 | -2.96% | |
| Tower Research Capital Llc (Trc) | 0.00% | 941 | $22,885 | $22,208 | -$677 | -2.96% | |
| Fmr Llc | 0.00% | 696 | $16,928 | $16,426 | -$502 | -2.97% | |
| Royal Bank Of Canada | 0.00% | 518 | $12,000 | $12,225 | +$225 | +1.87% | |
| Russell Investments Group, Ltd. | 0.00% | 472 | $11,469 | $11,139 | -$330 | -2.88% | |
| Clean Yield Group | 0.00% | 450 | $10,944 | $10,620 | -$324 | -2.96% | |
| Ameritas Investment Partners, Inc. | 0.00% | 372 | $9,047 | $8,779 | -$268 | -2.96% | |
| Legal & General Group Plc | 0.00% | 330 | $8,026 | $7,788 | -$238 | -2.97% | |
| Citigroup Inc | 0.00% | 191 | $4,645 | $4,508 | -$137 | -2.96% | |
| 1620 Investment Advisors, Inc. | 0.00% | 120 | $2,918 | $2,832 | -$86 | -2.95% | |
| Portus Wealth Advisors, Llc | 0.00% | 116 | $2,829 | $2,738 | -$91 | -3.23% | |
| Cwm, Llc | 0.00% | 99 | $2,408 | $2,336 | -$72 | -2.97% | |
| Farther Finance Advisors, Llc | 0.00% | 62 | $1,513 | $1,463 | -$50 | -3.29% | |
| Scarborough Advisors, Llc | 0.00% | 58 | $1,411 | $1,369 | -$42 | -2.99% | |
| Sterling Capital Management Llc | 0.00% | 30 | $730 | $708 | -$22 | -3.01% | |
| Sbi Securities Co., Ltd. | 0.00% | 23 | $559 | $543 | -$16 | -2.90% | |
| Gamma Investing Llc | 0.00% | 17 | $413 | $401 | -$12 | -2.86% | |
| Pnc Financial Services Group, Inc. | 0.00% | 9 | $219 | $212 | -$7 | -3.01% | |
| Root Financial Partners, Llc | 0.00% | 3 | $73 | $71 | -$2 | -3.01% | |
| Rothschild Investment Llc | 0.00% | 3 | $73 | $71 | -$2 | -3.01% | |
| Mai Capital Management | 0.00% | 2 | $49 | $47 | -$2 | -3.67% | |
| Allworth Financial Lp | 0.00% | 1 | $25 | $24 | -$1 | -5.60% |
Frequently asked questions about UNB
Who owns the most UNB stock?
The largest holders of UNB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for UNION BANKSHARES INC /VT (UNB).
Is UNB widely held by superinvestors?
Many widely followed stocks like UNB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UNB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.