COMMUNITY BANCORP /VT - CMTV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Community Financial Services Group, LLC | History | No change | 696,493 | 27,253 | 3.97% | 3.97% | 1 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BlackRock, Inc. | History | No change | 330,212 | 12,911 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 225,036 | 8,798 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 129,566 | 5,067 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 63,174 | 2,470 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 62,351 | 2,437 | 0.46% | 0.46% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE STREET CORP | History | No change | 56,153 | 2,195 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 60,380 | 1,877 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 38,959 | 1,523 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 34,517 | 1,349 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 33,381 | 1,305 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 16,234 | 634 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 15,602 | 610 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 13,917 | 544 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 12,298 | 480 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 11,940 | 466 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,197 | 398 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 9,967 | 389 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 8,470 | 331 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 7,690 | 300 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 6,275 | 245 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 6,103 | 238 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,579 | 218 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,978 | 194 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 4,783 | 187 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 3,849 | 150 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,229 | 126 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,700 | 105 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | No change | 2,372 | 92 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,347 | 91 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,113 | 81 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,794 | 70 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,503 | 58 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,232 | 48 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 1,011 | 39 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 1,000 | 39 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 816 | 32 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | No change | 832 | 32 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 581 | 22 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 498 | 19 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 463 | 18 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 402 | 15 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | No change | 242 | 9 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 211 | 8 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | No change | 89 | 3 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 70 | 2 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 28 | 1 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FMR LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |