Security key
905400107
UNION BANKSHARES INC - Common Stock, $2.00 Par Value (UNB)
CUSIP: 905400107
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / Common Stock, $2.00 Par Value
- Total 13F shares
- 667,618
- Total 13F value
- $20,462,083
- Share change
- +157,853
- SEC-reported price per share
- $30.65
- Number of holders
- 30
- Value change
- +$4,840,096
- Number of buys
- 17
- Number of sells
- 8
- Shares outstanding
- 4,615,305
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2023
Institutions
30
Top holders
10
UNB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
UNION BANKSHARES INC SEC filings
UNION BANKSHARES INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 905400107
Recent filing periods:
Ownership snapshot
Top reported holders of UNB - UNION BANKSHARES INC - Common Stock, $2.00 Par Value (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F
Lead comparable stake: 3.1%
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC leads the comparable SEC ownership view at 3.1%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD GROUP INC's linked filing trail.
Comparable ownership
Top 5
VANGUARD GROUP INC
3.1%
Cannell & Spears LLC
1%
FMR LLC
0.99%
Cardinal Capital Management
0.93%
GEODE CAPITAL MANAGEMENT, LLC
0.78%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
3.1%
|
$3,100,976
144,433 shares
|
— | 30 Sep 2023 |
| Cannell & Spears LLC |
13F
Company
|
1%
|
$1,015,359
47,292 shares
|
— | 30 Sep 2023 |
| FMR LLC |
13F
Company
|
0.99%
|
$1,022,764
45,659 shares
|
— | 30 Sep 2023 |
| Cardinal Capital Management |
13F
Company
|
0.93%
|
$956,570
42,704 shares
|
— | 30 Sep 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.78%
|
$809,125
36,112 shares
|
— | 30 Sep 2023 |
| TRUST CO OF VERMONT |
13F
Company
|
0.61%
|
$606,914
28,268 shares
|
— | 30 Sep 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
30
Shares
667,618
Rows available
30
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2023 vs Q1 2026 Across Filers
Q1 2026 holders
51
Q4 2023 holders
30
Holder diff
-21
| Investor | Q1 2026 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend