Funds holding Union Bankshares Inc/Morrisville VT
ISIN US9054001071 · United States
- Fund holders
- 83
- Of which ETFs
- 14 69 other funds
- Value held
- 10.6M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 107,198 | 2.6M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 59,308 | 1.4M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 39,335 | 956.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 36,745 | 907.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 29,326 | 713.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 20,891 | 485.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 18,022 | 419K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,310 | 378K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 9,339 | 227.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 9,085 | 224.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,329 | 181K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 6,798 | 158.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 6,306 | 153.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 5,575 | 135.6K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 5,541 | 128.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 4,715 | 116.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 4,208 | 102.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 3,858 | 95.3K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 3,230 | 78.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,211 | 74.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,042 | 75.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 2,941 | 71.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 2,643 | 61.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 2,600 | 63.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 2,224 | 54.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 2,125 | 52.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,100 | 51.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,000 | 49.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 1,704 | 42.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 1,480 | 34.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 1,435 | 34.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,400 | 34K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,379 | 34K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,060 | 26.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 1,046 | 25.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 871 | 21.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 812 | 19.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 657 | 16K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 641 | 14.9K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 604 | 14.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 577 | 14K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 561 | 13.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 560 | 13.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 557 | 13.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 539 | 13.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 531 | 12.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 414 | 10.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 409 | 10.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 404 | 9.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 388 | 9.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 385 | 9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 372 | 9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 368 | 9.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 344 | 8.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 323 | 7.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 304 | 7.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 301 | 7.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 291 | 7.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 256 | 6.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 224 | 5.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 220 | 5.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 203 | 4.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 176 | 4.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 157 | 3.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 156 | 3.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 139 | 3.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 135 | 3.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 124 | 3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 100 | 2.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 100 | 2.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 46 | 1.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 41 | 1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 19 | 462.1 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 17 | 413.4 $ | as of Mar 31, 2026 ↗ | |
| PROFUND VP ULTRA SMALL CAP ProFunds | 12 | 291.8 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 9 | 218.9 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 9 | 218.9 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 7 | 172.8 $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 5 | 121.6 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4 | 98.8 $ | as of Apr 30, 2026 ↗ | |
| ProShares Hedge Replication ETF ProShares Trust | 4 | 93 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 1 | 24.3 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 1 | 23.3 $ | 0.00 % | as of Feb 28, 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 Market Fund Bridgeway Funds, Inc. | 0.11 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 0.03 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 0.01 % | as of Feb 28, 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 |
|---|---|---|---|---|
| 2026Q2 | 83 | +1 | 437,887 | -6.3 % |
| 2026Q1 | 82 | -5 | 467,350 | -23.0 % |
| 2025Q4 | 87 | +15 | 607,240 | -6.9 % |
| 2025Q3 | 72 | +39 | 652,355 | +31.3 % |
| 2025Q2 | 33 | 0 | 496,723 | -1.4 % |
| 2025Q1 | 33 | +4 | 503,722 | +13.2 % |
| 2024Q4 | 29 | +3 | 445,115 | +3.8 % |
| 2024Q3 | 26 | -1 | 428,882 | +0.5 % |
| 2024Q2 | 27 | +1 | 426,770 | +5.0 % |
| 2024Q1 | 26 | 0 | 406,487 | +16.1 % |
| 2023Q4 | 26 | 350,093 |
Institutional managers
47 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 200,031 | 4.9M $ | as of Mar 31, 2026 |
| Cardinal Capital Management | 102,560 | 2.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 88,480 | 2.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 47,643 | 1.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 41,052 | 998.3K $ | as of Mar 31, 2026 |
| Cannell & Spears LLC | 40,169 | 976.9K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 36,575 | 889.5K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 29,106 | 707.9K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 19,802 | 481.6K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 18,232 | 443.4K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 13,873 | 337.4K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 11,546 | 280.8K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11,210 | 272.6K $ | as of Mar 31, 2026 |
| Community Financial Services Group, LLC | 8,180 | 199.6K $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 3,763 | 91.5K $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 3,231 | 78.6K $ | as of Mar 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,900 | 70.5K $ | as of Mar 31, 2026 |
| RHUMBLINE ADVISERS | 2,831 | 68.8K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,096 | 51K $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,812 | 44.1K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,479 | 35.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 1,357 | 33K $ | as of Mar 31, 2026 |
| Police & Firemen's Retirement System of New Jersey | 1,202 | 29.2K $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 1,012 | 24.6K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 941 | 22.9K $ | as of Mar 31, 2026 |
Declared shareholders of Union Bankshares Inc/Morrisville 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 | |
|---|---|---|---|
| Zucker Anita G | 7.54 % | 347,994 | as of May 12, 2026 · SCHEDULE 13D |
Cite this page
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