UNION BANKSHARES INC /VT (UNB) Institutional Ownership Changes & 13F Activity
UNION BANKSHARES INC /VT (UNB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Vanguard Portfolio Management Llc, Goldman Sachs Group Inc, and Barclays Plc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -2,661 | -55.9% | 2,096 | $50.96K | Q1 2026 | Jul 08, 2026 |
| Goldman Sachs Group Inc | Buy | +16,008 | +122.2% | 29,106 | $707.86K | Q1 2026 | May 15, 2026 |
| Barclays Plc | Sell | -4,779 | -55.9% | 3,763 | $91.52K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -1,450 | -11.2% | 11,546 | $280.80K | Q1 2026 | May 15, 2026 |
| Geode Capital Management, Llc | Buy | +1,166 | +1.3% | 88,480 | $2.15M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -989 | -4.8% | 19,802 | $481.59K | Q1 2026 | May 15, 2026 |
| State Street Corp | Sell | -700 | -1.9% | 36,575 | $889.50K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +486 | +106.8% | 941 | $22.89K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +361 | +229.9% | 518 | $12.00K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +49 | +7.6% | 696 | $16.93K | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Buy | +34 | +1.9% | 1,812 | $44.07K | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +1 | — | 1 | $25.00 | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Buy | +1 | +100.0% | 2 | $49.00 | Q1 2026 | May 15, 2026 |
| Northern Trust Corp | Buy | +2,623 | +5.8% | 47,643 | $1.16M | Q1 2026 | May 14, 2026 |
| Eversource Wealth Advisors, Llc | Buy | +920 | +92000.0% | 921 | $264.39K | Q1 2026 | May 14, 2026 |
| Renaissance Technologies LLC | Buy | +200 | +1.1% | 18,232 | $443.40K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +55 | +125.0% | 99 | $2.41K | Q1 2026 | May 14, 2026 |
| Blackrock, Inc. | Buy | +4,348 | +2.2% | 200,031 | $4.86M | Q1 2026 | May 13, 2026 |
| Rhumbline Advisers | Buy | +370 | +15.0% | 2,831 | $68.84K | Q1 2026 | May 12, 2026 |
| Bnp Paribas Financial Markets | Sell | -91 | -8.3% | 1,012 | $24.61K | Q1 2026 | May 12, 2026 |
| Citigroup Inc | Buy | +108 | +130.1% | 191 | $4.64K | Q1 2026 | May 11, 2026 |
| Vanguard Capital Management Llc | Buy | +149,474 | — | 149,474 | $3.64M | Q1 2026 | May 08, 2026 |
| Vanguard Fiduciary Trust Co | Buy | +25,348 | — | 25,348 | $616.46K | Q1 2026 | May 08, 2026 |
| Vanguard Portfolio Management Llc | Buy | +21,757 | — | 21,757 | $529.13K | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, Llc | Buy | +1,628 | — | 1,628 | $39.59K | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | Buy | +73 | +18.3% | 472 | $11.47K | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | Sell | -70 | -17.5% | 330 | $8.03K | Q1 2026 | May 08, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -2 | -18.2% | 9 | $219.00 | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, Llc | Buy | +58 | — | 58 | $1.41K | Q1 2026 | May 07, 2026 |
| Rothschild Investment Llc | Buy | +3 | — | 3 | $73.00 | Q1 2026 | May 07, 2026 |
Frequently asked questions about UNB activity
Which institutional owners are buying UNB?
Institutional owners buying UNB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UNB activity?
"Buy" means an investor increased their reported position in UNB compared to the prior reporting period. This reflects growing exposure to UNION BANKSHARES INC /VT (UNB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UNB increasing?
Institutional interest in UNB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related UNB Institutional Insights
- UNB Overview
- UNB 13F Institutional Holders
- UNB Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- UNB Insider Trading & SEC Form 4 Activity
- UNB Articles
- Top Institutional Investor Stock Rankings