UNB Institutional Ownership & Shareholders
UNION BANKSHARES INC /VT (UNB) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $18.40M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of UNB tracked by InsiderSet, reporting ownership valued at approximately $3.67M in its June 30, 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 $3.46M, representing an estimated loss of -5.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed UNB value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Cardinal Capital Management, Truffle Hound Capital, Llc, 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
44
Total Reported Value
$18.40M
Largest Holder
Vanguard Capital Management Llc
Largest Position
$3.67M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management Llc | 0.00% | 151,233 | $3,668,913 | $3,463,236 | -$205,677 | -5.61% | |
| Cardinal Capital Management | 0.31% | 104,509 | $2,535,389 | $2,393,256 | -$142,133 | -5.61% | |
| Truffle Hound Capital, Llc | 1.22% | 80,000 | $1,940,800 | $1,832,000 | -$108,800 | -5.61% | |
| Blackrock, Inc. | 0.00% | 65,942 | $1,599,753 | $1,510,072 | -$89,681 | -5.61% | |
| Geode Capital Management, Llc | 0.00% | 45,223 | $1,097,383 | $1,035,607 | -$61,776 | -5.63% | |
| Dimensional Fund Advisors Lp | 0.00% | 41,052 | $995,890 | $940,091 | -$55,799 | -5.60% | |
| Cannell & Spears Llc | 0.02% | 40,169 | $974,500 | $919,870 | -$54,630 | -5.61% | |
| Millennium Management Llc | 0.00% | 31,709 | $769,260 | $726,136 | -$43,124 | -5.61% | |
| Vanguard Fiduciary Trust Co | 0.00% | 22,438 | $544,346 | $513,830 | -$30,516 | -5.61% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 21,852 | $530,130 | $500,411 | -$29,719 | -5.61% |
| Morgan Stanley | 0.00% | 21,236 | $515,186 | $486,304 | -$28,882 | -5.61% | |
| Goldman Sachs Group Inc | 0.00% | 16,723 | $405,700 | $382,957 | -$22,743 | -5.61% | |
| Northern Trust Corp | 0.00% | 16,494 | $400,144 | $377,713 | -$22,431 | -5.61% | |
| Jane Street Group, Llc | 0.00% | 13,966 | $338,815 | $319,821 | -$18,994 | -5.61% | |
| Lpl Financial Llc | 0.00% | 13,924 | $337,787 | $318,860 | -$18,927 | -5.60% | |
| Aqr Capital Management Llc | 0.00% | 13,390 | $324,832 | $306,631 | -$18,201 | -5.60% | |
| State Street Corp | 0.00% | 11,191 | $271,494 | $256,274 | -$15,220 | -5.61% | |
| Hsbc Holdings Plc | 0.00% | 10,535 | $251,576 | $241,251 | -$10,325 | -4.10% | |
| Citadel Advisors Llc | 0.00% | 9,381 | $227,583 | $214,825 | -$12,758 | -5.61% | |
| Squarepoint Ops Llc | 0.00% | 9,261 | $224,672 | $212,077 | -$12,595 | -5.61% | |
| Community Financial Services Group, Llc | 0.03% | 7,180 | $177,202 | $164,422 | -$12,780 | -7.21% | |
| Barclays Plc | 0.00% | 2,913 | $70,669 | $66,708 | -$3,961 | -5.61% | |
| Russell Investments Group, Ltd. | 0.00% | 2,050 | $49,738 | $46,945 | -$2,793 | -5.62% | |
| Vanguard Global Advisers, Llc | 0.00% | 1,628 | $39,495 | $37,281 | -$2,214 | -5.61% | |
| Ubs Group Ag | 0.00% | 1,111 | $26,953 | $25,442 | -$1,511 | -5.61% | |
| Wells Fargo & Company/Mn | 0.00% | 771 | $18,687 | $17,656 | -$1,031 | -5.52% | |
| Fmr Llc | 0.00% | 745 | $18,075 | $17,061 | -$1,015 | -5.61% | |
| Hanson & Doremus Investment Management | 0.00% | 500 | $12,000 | $11,450 | -$550 | -4.58% | |
| Clean Yield Group | 0.00% | 450 | $10,917 | $10,305 | -$612 | -5.61% | |
| Royal Bank Of Canada | 0.00% | 223 | $5,000 | $5,107 | +$107 | +2.13% | |
| Arax Advisory Partners | 0.00% | 144 | $3,493 | $3,298 | -$195 | -5.59% | |
| Tower Research Capital Llc (Trc) | 0.00% | 133 | $3,227 | $3,046 | -$181 | -5.62% | |
| 1620 Investment Advisors, Inc. | 0.00% | 120 | $2,911 | $2,748 | -$163 | -5.60% | |
| Cwm, Llc | 0.00% | 99 | $2,408 | $2,267 | -$141 | -5.85% | |
| Bnp Paribas Financial Markets | 0.00% | 86 | $2,086 | $1,969 | -$117 | -5.59% | |
| Jpmorgan Chase & Co | 0.00% | 49 | $1,184 | $1,122 | -$62 | -5.23% | |
| Allworth Financial Lp | 0.00% | 23 | $558 | $527 | -$31 | -5.61% | |
| Sbi Securities Co., Ltd. | 0.00% | 23 | $558 | $527 | -$31 | -5.61% | |
| Essential Partners Llc | 0.00% | 20 | $485 | $458 | -$27 | -5.57% | |
| Ifp Advisors, Inc | 0.00% | 12 | $291 | $275 | -$16 | -5.57% | |
| Pnc Financial Services Group, Inc. | 0.00% | 8 | $194 | $183 | -$11 | -5.57% | |
| Rothschild Investment Llc | 0.00% | 7 | $170 | $160 | -$10 | -5.71% | |
| True Wealth Design, Llc | 0.00% | 5 | $122 | $115 | -$8 | -6.15% | |
| Farther Finance Advisors, Llc | 0.00% | 4 | $92 | $92 | -$0 | -0.43% |
Frequently asked questions about UNB
Who are the largest institutional holders of UNB?
The largest institutional holders of UNB reported in the latest SEC Form 13F filings include Vanguard Capital Management Llc, Cardinal Capital Management, Truffle Hound Capital, Llc, Blackrock, Inc., and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported UNB position.
What is UNB institutional ownership?
This page tracks UNB positions reported by institutional investment managers through SEC Form 13F. UNION BANKSHARES INC /VT (UNB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UNB?
InsiderSet currently tracks 44 institutional managers reporting UNB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UNB shareholders.
How much UNB stock do institutions own?
Institutional investment managers disclosed approximately $18.40M in UNB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UNB institutional ownership last updated?
The latest UNB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UNB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UNB position after the reporting date.
Are institutions buying or selling UNB?
Institutional buying and selling can be analyzed by comparing UNB positions across consecutive 13F reporting periods. InsiderSet's UNB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UNB ownership changes.
How has UNB institutional ownership changed over time?
InsiderSet tracks UNB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.