UNION BANKSHARES INC COM is a security (CUSIP 905400107) tracked across SEC portfolio filings. 51 institutional managers reported $24.2M on Form 13F as of 2026-06-30; 6 registered fund positions totaling $2.0M via N-PORT as of 2026-05-31.
Showing 15 of 51 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $4.9M | 200,031 |
| VANGUARD GROUP INC | Valley Forge, PA | $4.7M | 198,178 |
| Cardinal Capital Management | RALEIGH, NC | $2.5M | 104,509 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $2.2M | 88,480 |
| Truffle Hound Capital, LLC | BETHESDA, MD | $1.9M | 80,000 |
| NORTHERN TRUST CORP | CHICAGO, IL | $1.2M | 47,643 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $998K | 41,052 |
| Spears Abacus Advisors LLC | New York, NY | $977K | 40,169 |
| STATE STREET CORP | BOSTON, MA | $890K | 36,575 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $708K | 29,106 |
| TRUST CO OF VERMONT | BRATTLEBORO, VT | $696K | 29,323 |
| MORGAN STANLEY | NEW YORK, NY | $482K | 19,802 |
| RENAISSANCE TECHNOLOGIES LLC | NEW YORK, NY | $443K | 18,232 |
| LPL Financial LLC | FORT MILL, SC | $337K | 13,873 |
| CITADEL ADVISORS LLC | MIAMI, FL | $281K | 11,546 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $957K | 0.12% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $427K | 0.24% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $378K | 0.51% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $153K | 0.32% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $72K | 0.01% |
| DWS Small Cap Index VIP | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $14K | 0.33% |