Funds holding Union Bankshares Inc/Morrisville VT
ISIN US9054001071 · United States
- Fund holders
- 39
- Of which ETFs
- 10 29 other funds
- Value held
- 6.4M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 107,198 | 2.6M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 42,158 | 1M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 19,944 | 460.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 18,499 | 427.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,310 | 352.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 13,466 | 326.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,329 | 168.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 6,798 | 157K $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 6,109 | 141.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 5,575 | 135.2K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,307 | 76.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,042 | 70.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 2,643 | 61.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 2,125 | 48.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,000 | 46.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,877 | 45.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 1,480 | 34.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,379 | 31.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,060 | 24.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 1,046 | 24.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 849 | 20.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 577 | 14K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 560 | 13.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 557 | 12.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 409 | 9.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 388 | 8.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 385 | 8.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 304 | 7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 203 | 4.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 172 | 4K $ | 0.00 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 156 | 3.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 139 | 3.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 135 | 3.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 135 | 3.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 134 | 3.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 19 | 460.9 $ | as of Jun 30, 2026 ↗ | |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4 | 92.1 $ | as of Jul 31, 2026 ↗ | |
| ProShares Hedge Replication ETF ProShares Trust | 3 | 69.3 $ | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 1 | 23.1 $ | 0.00 % | as of May 31, 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. | 0.09 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.00 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 0.00 % | as of May 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 | 39 | -44 | 267,475 | -38.9 % |
| 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 |
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Titelia. "Funds holding Union Bankshares Inc/Morrisville VT". https://titelia.com/en/stocks/union-bankshares-inc-morrisville-vt-US9054001071