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Who owns UNBWhat UNB owns — n/a

Who owns UNION BANKSHARES INC?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.

Institutional ownership of UNB from SEC Form 13F filings across 38 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 38 institutions disclosed 518,742 shares of UNION BANKSHARES INC worth $12.6M — about 10.8% of shares outstanding; the largest disclosed holder is VANGUARD CAPITAL MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

38

13F holders

$12.6M

value, 2026 filers

10.8%

of shares outstanding (518,742 sh)

10

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of UNB's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1VANGUARD CAPITAL MANAGEMENT LLC151,233$3.7M0.0%3.2%-49.4%
2Truffle Hound Capital, LLCNEW80,000$1.9M0.4%1.7%new
3BlackRock, Inc.65,942$1.6M0.0%1.4%-67.0%
4GEODE CAPITAL MANAGEMENT, LLC45,223$1.1M0.0%0.9%-48.9%
5MILLENNIUM MANAGEMENT LLCNEW31,709$769,2600.0%0.7%new
6VANGUARD FIDUCIARY TRUST CO22,438$544,3460.0%0.5%-11.5%
7MORGAN STANLEY21,236$515,1860.0%0.4%+7.2%
8GOLDMAN SACHS GROUP INC16,723$405,7000.0%0.3%-42.5%
9NORTHERN TRUST CORP16,494$400,1440.0%0.3%-65.4%
10JANE STREET GROUP, LLCNEW13,966$338,8150.0%0.3%new
11LPL Financial LLC13,924$337,7870.0%0.3%+0.4%
12HSBC HOLDINGS PLCNEW10,535$251,5760.0%0.2%new
13CITADEL ADVISORS LLC9,381$227,5830.0%0.2%-18.8%
14Squarepoint Ops LLCNEW9,261$224,6720.0%0.2%new
15BARCLAYS PLC2,913$70,6690.0%0.1%-22.6%
16Russell Investments Group, Ltd.2,050$49,7380.0%0%+334.3%
17Vanguard Global Advisers, LLC1,628$39,4950.0%0%0.0%
18UBS Group AG1,111$26,9530.0%0%-18.1%
19WELLS FARGO & COMPANY/MN771$18,6870.0%0%-63.2%
20FMR LLC745$18,0750.0%0%+7.0%
21MERCER GLOBAL ADVISORS INC /ADVNEW535$12,9810.0%0%new
22ROYAL BANK OF CANADA223$5,0000.0%0%-56.9%
23Arax Advisory PartnersNEW144$3,4930.0%0%new
24Tower Research Capital LLC (TRC)133$3,2270.0%0%-85.9%
251620 INVESTMENT ADVISORS, INC.120$2,9110.0%0%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.