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
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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trust Company of Vermont's UNB Position: Q4 2025 in Review

Trust Company of Vermont held its Union Bankshares (UNB) position steady in Q4 2025 at 29,323 shares worth $696K. The position accounts for 0.03% of the portfolio, ranked #228.

Trust Company of Vermont first reported a position in UNB in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.55M in Q3 2018. 49 funds tracked by Wall St. Rank hold UNB as of Q4 2025.

Trust Company of Vermont held 29,323 shares of Union Bankshares worth $696K as of Q4 2025.
Trust Company of Vermont left its Union Bankshares share count unchanged in Q4 2025.
Union Bankshares made up 0.03% of Trust Company of Vermont's portfolio in Q4 2025, its #228 holding.
Trust Company of Vermont first reported a position in Union Bankshares in Q2 2013 and has held it in 51 quarters since.
Trust Company of Vermont's Union Bankshares position peaked at $1.55M in Q3 2018.
49 funds tracked by Wall St. Rank held Union Bankshares as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.