Union Bankshares, Inc. (UNB) Ownership
UNB ownership summary
as of October 18, 2026- Institutions
- 16.0% of shares outstanding
- Insiders
- 26.01% of shares outstanding
- Shares outstanding
- 4.9M
- Float
- 3.9M shares available to trade
- Short interest
- 0.37% 18K shares short
- Days to cover
- 4.84 short interest up 42.6% vs prior month
- Institutions 16.01%
- Insiders 26.01%
- Other investors 57.98%
UNB top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management, LLC | 3.06% | 151K | $3.5M | +1,759 (+1.2%) | June 30, 2026 |
| 2 | Cardinal Capital Management | 2.11% | 105K | $2.4M | +1,949 (+1.9%) | June 30, 2026 |
| 3 | Truffle Hound Capital, LLC | 1.62% | 80K | $1.8M | +80,000 (0.0%) | June 30, 2026 |
| 4 | BlackRock Inc | 1.33% | 66K | $1.5M | −134,089 (−67.0%) | June 30, 2026 |
| 5 | Geode Capital Management, LLC | 0.91% | 45K | $1.0M | −43,257 (−48.9%) | June 30, 2026 |
| 6 | Dimensional Fund Advisors, Inc. | 0.83% | 41K | $944,196 | — | June 30, 2026 |
| 7 | Spears Abacus Advisors LLC | 0.81% | 40K | $923,887 | — | June 30, 2026 |
| 8 | Millennium Management LLC | 0.64% | 32K | $729,307 | +31,709 (0.0%) | June 30, 2026 |
| 9 | Trust Co Of Vermont | 0.59% | 29K | $674,429 | — | June 30, 2026 |
| 10 | Vanguard Fiduciary Trust Co | 0.45% | 22K | $516,074 | −2,910 (−11.5%) | June 30, 2026 |
| 11 | Renaissance Technologies Corp | 0.44% | 22K | $502,596 | +3,620 (+19.9%) | June 30, 2026 |
| 12 | Morgan Stanley - Brokerage Accounts | 0.43% | 21K | $488,428 | +1,434 (+7.2%) | June 30, 2026 |
| 13 | The Goldman Sachs Group Inc | 0.34% | 17K | $384,629 | −12,383 (−42.5%) | June 30, 2026 |
| 14 | Northern Trust Corp | 0.33% | 16K | $379,362 | −31,149 (−65.4%) | June 30, 2026 |
| 15 | Jane Street Group LLC | 0.28% | 14K | $321,218 | +13,966 (0.0%) | June 30, 2026 |
| 16 | LPL Financial Corp | 0.28% | 14K | $320,252 | +51 (+0.4%) | June 30, 2026 |
| 17 | AQR Capital Management LLC | 0.27% | 13K | $307,970 | +13,390 (0.0%) | June 30, 2026 |
| 18 | State Street Corp | 0.23% | 11K | $257,393 | −25,384 (−69.4%) | June 30, 2026 |
| 19 | HSBC Holdings PLC | 0.21% | 11K | $242,305 | +10,535 (0.0%) | June 30, 2026 |
| 20 | Citadel Advisors Llc | 0.19% | 9,381 | $215,763 | −2,165 (−18.8%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 10 holders added 158K shares and 7 cut 251K.
UNB top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.17% | 107K | $2.5M | — | August 31, 2026 |
| 2 | Fidelity Extended Market Index | 0.39% | 19K | $441,692 | −103 (−0.5%) | August 31, 2026 |
| 3 | BSF Systematic US Eq Abs Ret A2 USD | 0.34% | 17K | $392,403 | +14,598 (+592.7%) | December 31, 2025 |
| 4 | DFA US Micro Cap I | 0.31% | 15K | $352,130 | — | August 31, 2026 |
| 5 | iShares Micro-Cap ETF | 0.24% | 12K | $270,549 | −81 (−0.7%) | September 30, 2026 |
| 6 | DFA US Small Cap I | 0.15% | 7,329 | $168,567 | — | August 31, 2026 |
| 7 | Fidelity Total Market Index | 0.14% | 6,793 | $156,239 | — | August 31, 2026 |
| 8 | Fidelity Series Total Market Index | 0.12% | 6,109 | $140,507 | — | August 31, 2026 |
| 9 | EA Bridgeway Ultra-Small Company Mkt ETF | 0.11% | 5,499 | $126,477 | — | September 30, 2026 |
| 10 | DFA US Core Equity 2 I | 0.06% | 3,042 | $69,966 | — | August 31, 2026 |
| 11 | Schwab Total Stock Market Index | 0.04% | 2,125 | $48,875 | — | August 31, 2026 |
| 12 | DFA US Vector Equity I | 0.04% | 2,000 | $46,000 | — | August 31, 2026 |
| 13 | Vanguard Balanced Index Inv | 0.04% | 1,877 | $43,171 | — | August 31, 2026 |
| 14 | Fidelity Nasdaq Composite Index | 0.04% | 1,744 | $40,112 | −899 (−34.0%) | August 31, 2026 |
| 15 | Vanguard U.S. Eq Idx £ Acc | 0.03% | 1,628 | $37,444 | — | August 31, 2026 |
| 16 | DFA US Core Equity 1 I | 0.03% | 1,379 | $31,717 | — | August 31, 2026 |
| 17 | Dimensional US Core Equity 2 ETF | 0.02% | 1,060 | $24,380 | — | September 30, 2026 |
| 18 | Dimensional US Targeted Value ETF | 0.02% | 1,046 | $24,058 | — | September 30, 2026 |
| 19 | Dimensional Global Core Equity USD Acc | 0.02% | 1,000 | $23,000 | — | August 31, 2026 |
| 20 | 1290 VT Micro Cap K | 0.02% | 849 | $19,527 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
UNB insider transactions
latest 8| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-02-06 | Patricia N Hogan | Buy | $31.79 | 6 | $191 |
| 2024-02-22 | Mary K Parent | Buy | $31.14 | 100 | $3,114 |
| 2024-02-01 | Patricia N Hogan | Buy | $29.81 | 7 | $209 |
| 2023-11-02 | Patricia N Hogan | Buy | $26.20 | 7 | $183 |
| 2023-09-13 | David Scott Silverman | Buy | $20.11 | 500 | $10,055 |
| 2023-09-13 | Dawn D Bugbee | Buy | $20.89 | 300 | $6,267 |
| 2023-08-03 | Patricia N Hogan | Buy | $22.88 | 7 | $160 |
| 2023-05-04 | Patricia N Hogan | Buy | $21.48 | 9 | $193 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
UNB shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns UNB
Institutional investors own 16.0% of Union Bankshares's shares and insiders 26.01%. The largest holder is Vanguard Capital Management, LLC with 3.06% of the shares (151K), as of June 30, 2026. Among the top 20 institutions, 10 added shares and 7 reduced their stake in the latest filings. Short interest is 0.37% of the float, or 4.84 days of average trading volume. The share count rose 4.3% since 2014.
Related: UNB key metrics, UNB dividend history. See the UNB stock overview for the latest quote and news.
UNB ownership FAQ
Who owns the most Union Bankshares stock?
The largest shareholders of Union Bankshares are Vanguard Capital Management, LLC (3.06%), Cardinal Capital Management (2.11%), Truffle Hound Capital, LLC (1.62%), BlackRock Inc (1.33%), Geode Capital Management, LLC (0.91%).
What percentage of Union Bankshares is owned by institutions?
Institutions hold 16.0% of Union Bankshares's shares outstanding; insiders hold 26.01%.
Which funds own Union Bankshares?
The largest fund holders of Union Bankshares are Vanguard MStar Total Stk Mkt Idx Invest (2.17%), Fidelity Extended Market Index (0.39%), BSF Systematic US Eq Abs Ret A2 USD (0.34%), DFA US Micro Cap I (0.31%), iShares Micro-Cap ETF (0.24%).
What is Union Bankshares's short interest?
18K shares of Union Bankshares were sold short, 0.37% of the float; at the average daily volume it would take 4.84 days to cover.
Are insiders buying or selling Union Bankshares?
Of the latest 8 reported insider transactions in Union Bankshares (since May 4, 2023), 8 were purchases and 0 were sales.
How many shares of Union Bankshares are outstanding?
Union Bankshares has 4.9M shares outstanding, of which 3.9M are in the public float.