As of the latest SEC filings, UNION BANKSHARES INC (UNB) is held by 84 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $2,607,055.36 in market value, representing a significant portion of its portfolio.
Funds holding UNION BANKSHARES INC (UNB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UNB
- CIK:
- 0000706863
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,607,055.36 | 107,198 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $1,442,370.56 | 59,308 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $956,627.20 | 39,335 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $907,234.05 | 36,745 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $713,208.32 | 29,326 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $485,715.75 | 20,891 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $419,011.50 | 18,022 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $378,003.90 | 15,310 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $227,124.48 | 9,339 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $224,308.65 | 9,085 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $180,953.01 | 7,329 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $158,053.50 | 6,798 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $153,361.92 | 6,306 | Mar 31, 2026 | May 28, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.11% | $135,584.00 | 5,575 | Mar 31, 2026 | May 21, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $128,828.25 | 5,541 | Feb 28, 2026 | Apr 24, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $116,413.35 | 4,715 | Apr 30, 2026 | Jun 24, 2026 |
|
NSGRX
Small Cap Core Fund
|
MF | Independent / Boutique | 0.03% | $102,338.56 | 4,208 | Mar 31, 2026 | May 28, 2026 |
|
GINUX
Goldman Sachs Small Cap Growth Insights Fund
|
MF | Goldman Sachs | 0.03% | $95,254.02 | 3,858 | Apr 30, 2026 | Jun 22, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $78,553.60 | 3,230 | Mar 31, 2026 | May 26, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $75,106.98 | 3,042 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWG
VANGUARD RUSSELL 2000 GROWTH INDEX FUND
|
ETF | Vanguard | 0.01% | $74,655.75 | 3,211 | Feb 28, 2026 | Apr 28, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $71,525.12 | 2,941 | Mar 31, 2026 | May 28, 2026 |
|
FECGX
Fidelity Small Cap Growth Index Fund
|
MF | Fidelity | 0.01% | $63,232.00 | 2,600 | Mar 31, 2026 | May 26, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $61,449.75 | 2,643 | Feb 28, 2026 | Apr 24, 2026 |
|
NSIDX
Small Cap Index Fund
|
MF | Independent / Boutique | 0.00% | $54,087.68 | 2,224 | Mar 31, 2026 | May 28, 2026 |
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