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Trust Company of Vermont’s Union Bankshares UNB Stock Holding History

Trust Company of Vermont’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$711K Buy
+29,323
New +$706K 0.03% 238
2025
Q4 		$696K Hold
29,323
– – 0.03% 228
2025
Q3 		$726K Buy
29,323
+200
+0.7% +$5.34K 0.03% 219
2025
Q2 		$775K Sell
29,123
-1,300
-4% -$39.6K 0.04% 207
2025
Q1 		$957K Hold
30,423
– – 0.05% 186
2024
Q4 		$880K Hold
30,423
– – 0.04% 197
2024
Q3 		$789K Sell
30,423
-5
-0% -$123 0.04% 195
2024
Q2 		$654K Hold
30,428
– – 0.04% 206
2024
Q1 		$928K Buy
30,428
+28,608
+1,572% +$872K 0.05% 183
2023
Q4 		$55.8K Sell
1,820
-26,448
-94% -$724K ﹤0.01% 421
2023
Q3 		$607K Sell
28,268
-866
-3% -$19.2K 0.04% 202
2023
Q2 		$677K Sell
29,134
-200
-0.7% -$4.38K 0.04% 199
2023
Q1 		$649K Hold
29,334
– – 0.05% 203
2022
Q4 		$704K Hold
29,334
– – 0.05% 200
2022
Q3 		$664K Hold
29,334
– – 0.05% 189
2022
Q2 		$767K Buy
29,334
+1,399
+5% +$40.6K 0.06% 182
2022
Q1 		$869K Hold
27,935
– – 0.06% 178
2021
Q4 		$833K Hold
27,935
– – 0.05% 186
2021
Q3 		$893K Sell
27,935
-200
-0.7% -$6.69K 0.06% 172
2021
Q2 		$1.02M Buy
28,135
+420
+2% +$14K 0.07% 168
2021
Q1 		$831K Hold
27,715
– – 0.06% 173
2020
Q4 		$712K Buy
27,715
+300
+1% +$7.4K 0.06% 177
2020
Q3 		$556K Hold
27,415
– – 0.05% 188
2020
Q2 		$513K Sell
27,415
-2,826
-9% -$59.1K 0.05% 190
2020
Q1 		$681K Buy
30,241
+1,439
+5% +$43.9K 0.06% 181
2019
Q4 		$1.04M Sell
28,802
-175
-0.6% -$5.96K 0.08% 168
2019
Q3 		$915K Hold
28,977
– – 0.07% 175
2019
Q2 		$1.07M Buy
28,977
+6
+0% +$226 0.09% 161
2019
Q1 		$1.31M Hold
28,971
– – 0.11% 146
2018
Q4 		$1.38M Sell
28,971
-150
-0.5% -$7.06K 0.13% 137
2018
Q3 		$1.55M Hold
29,121
– – 0.13% 142
2018
Q2 		$1.51M Buy
29,121
+205
+0.7% +$10.6K 0.14% 142
2018
Q1 		$1.47M Buy
28,916
+351
+1% +$18.3K 0.14% 143
2017
Q4 		$1.51M Hold
28,565
– – 0.14% 147
2017
Q3 		$1.38M Buy
28,565
+50
+0.2% +$2.22K 0.14% 145
2017
Q2 		$1.35M Hold
28,515
– – 0.14% 141
2017
Q1 		$1.22M Buy
28,515
+300
+1% +$12.6K 0.13% 143
2016
Q4 		$1.28M Hold
28,215
– – 0.15% 134
2016
Q3 		$961K Hold
28,215
– – 0.12% 147
2016
Q2 		$1.03M Hold
28,215
– – 0.14% 143
2016
Q1 		$806K Buy
28,215
+23,715
+527% +$665K 0.11% 149
2015
Q4 		$126K Hold
4,500
– – 0.02% 291
2015
Q3 		$119K Hold
4,500
– – 0.02% 285
2015
Q2 		$117K Buy
4,500
+500
+13% +$13.1K 0.02% 292
2015
Q1 		$102K Hold
4,000
– – 0.01% 313
2014
Q4 		$96K Sell
4,000
-150
-4% -$3.61K 0.01% 315
2014
Q3 		$100K Buy
4,150
+2,000
+93% +$49.7K 0.02% 305
2014
Q2 		$54K Sell
2,150
-240
-10% -$5.72K 0.01% 368
2014
Q1 		$55K Sell
2,390
-150
-6% -$3.51K 0.01% 355
2013
Q4 		$56K Hold
2,540
– – 0.01% 341
2013
Q3 		$53K Hold
2,540
– – 0.01% 328
2013
Q2 		$56K Buy
+2,540
New +$53.9K 0.01% 316

Other funds holding UNB

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Trust Company of Vermont's UNB Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Union Bankshares (UNB) in Q2 2026: 29,323 shares worth $711K. The stake represents 0.03% of the portfolio and ranks #238 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in UNB as recently as Q4 2025.

Trust Company of Vermont first reported a position in UNB in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.55M in Q3 2018. 50 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • Trust Company of Vermont held 29,323 shares of Union Bankshares worth $711K as of Q2 2026.
  • Union Bankshares was a new Trust Company of Vermont position in Q2 2026.
  • Union Bankshares made up 0.03% of Trust Company of Vermont's portfolio in Q2 2026, its #238 holding.
  • Trust Company of Vermont first reported a position in Union Bankshares in Q2 2013 and has held it in 52 quarters since.
  • Trust Company of Vermont's Union Bankshares position peaked at $1.55M in Q3 2018.
  • 50 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.