Vanguard Group
UNB icon

Vanguard Group’s Union Bankshares UNB Stock Holding History

Vanguard Group’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 		$4.7M Buy
198,178
+13,083
+7% +$308K ﹤0.01% 3278
2025
Q3 		$4.58M Buy
185,095
+529
+0.3% +$14.1K ﹤0.01% 3306
2025
Q2 		$4.91M Buy
184,566
+33,297
+22% +$1.01M ﹤0.01% 3223
2025
Q1 		$4.76M Buy
151,269
+2,790
+2% +$85.1K ﹤0.01% 3189
2024
Q4 		$4.29M Hold
148,479
– – ﹤0.01% 3332
2024
Q3 		$3.85M Buy
148,479
+3,495
+2% +$86.2K ﹤0.01% 3372
2024
Q2 		$3.11M Buy
144,984
+168
+0.1% +$4.24K ﹤0.01% 3422
2024
Q1 		$4.42M Buy
144,816
+208
+0.1% +$6.34K ﹤0.01% 3346
2023
Q4 		$4.43M Buy
144,608
+175
+0.1% +$4.79K ﹤0.01% 3337
2023
Q3 		$3.1M Buy
144,433
+5,449
+4% +$121K ﹤0.01% 3441
2023
Q2 		$3.23M Buy
138,984
+922
+0.7% +$20.2K ﹤0.01% 3490
2023
Q1 		$3.05M Buy
138,062
+1,100
+0.8% +$27.2K ﹤0.01% 3519
2022
Q4 		$3.29M Buy
136,962
+7,383
+6% +$177K ﹤0.01% 3480
2022
Q3 		$2.93M Hold
129,579
– – ﹤0.01% 3596
2022
Q2 		$3.39M Buy
129,579
+709
+0.6% +$20.6K ﹤0.01% 3566
2022
Q1 		$4.01M Sell
128,870
-633
-0.5% -$19.7K ﹤0.01% 3632
2021
Q4 		$3.86M Buy
129,503
+3,824
+3% +$120K ﹤0.01% 3753
2021
Q3 		$4.02M Hold
125,679
– – ﹤0.01% 3789
2021
Q2 		$4.55M Buy
125,679
+19,423
+18% +$650K ﹤0.01% 3653
2021
Q1 		$3.19M Buy
106,256
+100
+0.1% +$2.77K ﹤0.01% 3738
2020
Q4 		$2.73M Sell
106,156
-2
-0% -$49 ﹤0.01% 3576
2020
Q3 		$2.15M Hold
106,158
– – ﹤0.01% 3463
2020
Q2 		$1.99M Sell
106,158
-10,361
-9% -$217K ﹤0.01% 3432
2020
Q1 		$2.62M Buy
116,519
+431
+0.4% +$13.2K ﹤0.01% 3228
2019
Q4 		$4.21M Sell
116,088
-722
-0.6% -$24.6K ﹤0.01% 3220
2019
Q3 		$3.69M Sell
116,810
-3,336
-3% -$106K ﹤0.01% 3246
2019
Q2 		$4.45M Sell
120,146
-1,173
-1% -$44.1K ﹤0.01% 3203
2019
Q1 		$5.49M Buy
121,319
+3,832
+3% +$179K ﹤0.01% 3108
2018
Q4 		$5.61M Buy
117,487
+5,564
+5% +$262K ﹤0.01% 3037
2018
Q3 		$5.95M Buy
111,923
+1,013
+0.9% +$53.2K ﹤0.01% 3165
2018
Q2 		$5.76M Buy
110,910
+3,768
+4% +$194K ﹤0.01% 3164
2018
Q1 		$5.44M Buy
107,142
+5,898
+6% +$308K ﹤0.01% 3113
2017
Q4 		$5.36M Buy
101,244
+19,725
+24% +$990K ﹤0.01% 3105
2017
Q3 		$3.95M Buy
81,519
+8,485
+12% +$377K ﹤0.01% 3205
2017
Q2 		$3.47M Buy
73,034
+47,123
+182% +$2.02M ﹤0.01% 3209
2017
Q1 		$1.11M Buy
25,911
+860
+3% +$36.1K ﹤0.01% 3551
2016
Q4 		$1.14M Buy
25,051
+2,269
+10% +$88.3K ﹤0.01% 3519
2016
Q3 		$776K Buy
22,782
+954
+4% +$33K ﹤0.01% 3644
2016
Q2 		$794K Buy
21,828
+12,489
+134% +$389K ﹤0.01% 3671
2016
Q1 		$267K Hold
9,339
– – ﹤0.01% 3911
2015
Q4 		$261K Buy
9,339
+100
+1% +$2.73K ﹤0.01% 3972
2015
Q3 		$245K Buy
9,239
+100
+1% +$2.63K ﹤0.01% 3998
2015
Q2 		$239K Buy
9,139
+100
+1% +$2.63K ﹤0.01% 4017
2015
Q1 		$230K Buy
9,039
+300
+3% +$7.48K ﹤0.01% 3975
2014
Q4 		$211K Hold
8,739
– – ﹤0.01% 3898
2014
Q3 		$212K Hold
8,739
– – ﹤0.01% 3883
2014
Q2 		$217K Hold
8,739
– – ﹤0.01% 3843
2014
Q1 		$206K Hold
8,739
– – ﹤0.01% 3814
2013
Q4 		$201K Buy
+8,739
New +$189K ﹤0.01% 3760
2013
Q3 		– Sell
-19,892
Closed -$433K – 3841
2013
Q2 		$433K Buy
+19,892
New +$422K ﹤0.01% 3513

Other funds holding UNB

BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group's UNB Position: Q4 2025 in Review

Vanguard Group increased its Union Bankshares (UNB) stake by 7.1% in Q4 2025, buying an estimated $308K and bringing the position to 198,178 shares worth $4.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3278.

Vanguard Group first reported a position in UNB in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.95M in Q3 2018. 49 funds tracked by Wall St. Rank hold UNB as of Q4 2025.

  • Vanguard Group held 198,178 shares of Union Bankshares worth $4.7M as of Q4 2025.
  • Vanguard Group bought 13,083 Union Bankshares shares in Q4 2025, an estimated $308K.
  • Union Bankshares made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3278 holding.
  • Vanguard Group first reported a position in Union Bankshares in Q2 2013 and has held it in 50 quarters since.
  • Vanguard Group's Union Bankshares position peaked at $5.95M in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Union Bankshares as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.