Funds holding Community Bancorp/VT
ISIN US20343A1016 · United States
- Fund holders
- 71
- Of which ETFs
- 9 62 other funds
- Value held
- 22.5M $
- Share of capital
- 10.3 % of 5.6M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 162,045 | 6.3M $ | 0.00 % | 2.89 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 102,248 | 4M $ | 0.00 % | 1.83 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 56,158 | 2.3M $ | 0.01 % | 1.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 55,430 | 2.2M $ | 0.00 % | 0.99 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 38,473 | 1.5M $ | 0.01 % | 0.69 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 25,801 | 931.2K $ | 0.00 % | 0.46 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 17,163 | 671.1K $ | 0.04 % | 0.31 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 12,234 | 494.9K $ | 0.01 % | 0.22 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 11,703 | 422.4K $ | 0.00 % | 0.21 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 9,529 | 372.6K $ | 0.01 % | 0.17 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 9,386 | 367K $ | 0.00 % | 0.17 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 7,614 | 274.8K $ | 0.00 % | 0.14 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 6,748 | 273K $ | 0.01 % | 0.12 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 6,008 | 234.9K $ | 0.01 % | 0.11 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 5,222 | 204.2K $ | 0.01 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 5,000 | 195.5K $ | 0.20 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 4,000 | 161.8K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 3,974 | 143.4K $ | 0.00 % | 0.07 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,800 | 148.6K $ | 0.01 % | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 3,093 | 120.9K $ | 0.00 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 2,603 | 101.8K $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,532 | 99K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 2,441 | 98.7K $ | 0.01 % | 0.04 % | as of Jul 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 1,829 | 71.5K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,429 | 55.9K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 1,208 | 47.2K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,132 | 44.3K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,129 | 44.1K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,109 | 43.4K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 986 | 39.9K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 810 | 31.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 802 | 31.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 778 | 30.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 683 | 26.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 633 | 24.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 628 | 24.6K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 597 | 24.1K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 571 | 23.1K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 507 | 20.5K $ | 0.01 % | as of Jul 31, 2026 ↗ | |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 491 | 19.2K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 474 | 19.2K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 470 | 19K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 463 | 18.1K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 448 | 18.1K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 417 | 16.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 402 | 15.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 389 | 15.7K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 352 | 14.2K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 331 | 13.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 324 | 13.1K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 259 | 10.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 240 | 9.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 240 | 9.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 210 | 8.2K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 200 | 7.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 194 | 7.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 181 | 7.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 175 | 6.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 136 | 5.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 129 | 5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 107 | 4.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 81 | 3.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 66 | 2.7K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 65 | 2.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 27 | 1.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 21 | 821.1 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 14 | 547.4 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 13 | 508.3 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 8 | 312.8 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 4 | 161.8 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 1 | 39.1 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.20 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.04 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 0.02 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 0.01 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 71 | +63 | 574,968 | +140.1 % |
| 2026Q2 | 8 | 239,482 |
Institutional managers
21 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 70,458 | 2.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 63,877 | 2M $ | as of Mar 31, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 62,678 | 1.9M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 62,135 | 1.9M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 61,707 | 1.9M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 40,935 | 1.3M $ | as of Mar 31, 2026 |
| BLAIR WILLIAM & CO/IL | 15,602 | 485.2K $ | as of Mar 31, 2026 |
| Hanson & Doremus Investment Management | 14,322 | 445 $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 13,374 | 415.9K $ | as of Mar 31, 2026 |
| Savant Capital, LLC | 12,298 | 382.5K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 10,643 | 331K $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 10,197 | 317.1K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 10,127 | 315K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 9,585 | 298.1K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 9,550 | 297K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,420 | 261.9K $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 6,496 | 202K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 6,299 | 195.9K $ | as of Mar 31, 2026 |
| Addison Advisors LLC | 832 | 25.9K $ | as of Mar 31, 2026 |
| UBS Group AG | 170 | 5.3K $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 19 | 591 $ | as of Mar 31, 2026 |
Declared shareholders of Community Bancorp/VT
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 5.90 % | 330,212 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Community Bancorp/VT". https://titelia.com/en/stocks/community-bancorp-vt-US20343A1016