CMTVNasdaqNational Commercial BanksFiscal year ends December 31
COMMUNITY BANCORP /VT
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Aug 14, 2026
$40.70−0.74 (-1.79%)
Close on Oct 19, 2026
- Market cap
- $227.36M
- P/E (TTM)
- 12.8
- Dividend yield
- 2.41%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
33.8%
2M of 6M shares
Institutional holders
48
29 new, 5 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
17 buys · 1 sales
Net bought $516.37K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 330,212 | 5.90% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CMTV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Community Financial Services Group, LLC | 696,493 | 12.44% | $27.25M | New | 3.97% |
| BlackRock, Inc. | 330,212 | 5.90% | $12.91M | +259,754 | 0.00% |
| Vanguard Capital Management LLC | 225,036 | 4.02% | $8.80M | −9,464 | 0.00% |
| Geode Capital Management, LLC | 129,566 | 2.31% | $5.07M | +65,689 | 0.00% |
| Manufacturers Life Insurance Company, The | 63,174 | 1.13% | $2.47M | +1,467 | 0.00% |
| Silverlake Wealth Management LLC | 62,351 | 1.11% | $2.44M | −327 | 0.46% |
| Alliancebernstein L.P. | 60,380 | 1.08% | $1.88M | −1,755 | 0.00% |
| State Street Corp | 56,153 | 1.00% | $2.20M | +46,603 | 0.00% |
| Northern Trust Corp | 38,959 | 0.70% | $1.52M | +28,316 | 0.00% |
| Vanguard Portfolio Management LLC | 34,517 | 0.62% | $1.35M | New | 0.00% |
| Vanguard Fiduciary Trust Co | 33,381 | 0.60% | $1.31M | +1,488 | 0.00% |
| Charles Schwab Investment Management Inc | 16,234 | 0.29% | $634.75K | New | 0.00% |
| Blair William & Co/Il | 15,602 | 0.28% | $610.04K | – | 0.00% |
| Wells Fargo & Company/Mn | 13,917 | 0.25% | $544.16K | +4,332 | 0.00% |
| Savant Capital, LLC | 12,298 | 0.22% | $480.85K | – | 0.00% |
| Bank of New York Mellon Corp | 11,940 | 0.21% | $466.86K | New | 0.00% |
| Bank Of Montreal /Can/ | 10,197 | 0.18% | $398.70K | – | 0.00% |
| Nuveen, LLC | 9,967 | 0.18% | $389.71K | New | 0.00% |
| American Century Companies Inc | 8,470 | 0.15% | $331.18K | New | 0.00% |
| Morgan Stanley | 7,690 | 0.14% | $300.68K | +1,391 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 48 | 2M | 33.8% | 29 / 10 | 5 / 5 | 1M | 0M |
| Q1 2026 | 24 | 1M | 13.6% | 24 / 0 | 0 / 0 | 1M | 0M |
| Q3 2018 | 0 | 0M | 0.0% | 0 / 0 | 0 / 1 | 0M | 0M |
| Q2 2018 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q1 2018 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q4 2017 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q3 2017 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q2 2017 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q1 2017 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q4 2016 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
| Q1 2014 | 0 | 0M | 0.0% | 0 / 0 | 0 / 1 | 0M | 0M |
| Q4 2013 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CMTV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 162,045 | 2.89% | $6.34M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 102,248 | 1.83% | $4.00M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 56,158 | 1.00% | $2.27M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 55,430 | 0.99% | $2.17M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 38,473 | 0.69% | $1.50M | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 25,801 | 0.46% | $931.16K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 17,163 | 0.31% | $671.07K | 0.04% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 12,234 | 0.22% | $494.87K | 0.01% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 11,703 | 0.21% | $422.36K | 0.00% | May 31, 2026 |
| Master Small Cap Index Series | 9,529 | 0.17% | $372.58K | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 9,386 | 0.17% | $366.99K | 0.00% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 7,614 | 0.14% | $274.79K | 0.00% | May 31, 2026 |
| Nuveen Small Cap Blend Index Fund | 6,748 | 0.12% | $272.96K | 0.01% | Jul 31, 2026 |
| Fidelity Small Cap Value Index Fund | 6,008 | 0.11% | $234.91K | 0.01% | Jun 30, 2026 |
| EQ/2000 Managed Volatility Portfolio | 5,222 | 0.09% | $204.18K | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher L. Caldwell | Pres/CEO/Dir of Company & Bank, Director | 15,400 | 0.27% | Apr 6, 2026 |
| Louise M. Bonvechio | Executive VP & CFO | 19,278 | 0.34% | Mar 12, 2026 |
| Nikole Brainard | PAO-Controller | 100 | 0.00% | Jan 16, 2026 |
| Carol Martin | Director | 10,492 | 0.19% | Jun 5, 2026 |
| Wayne Lamberton | Director | 10,000 | 0.18% | May 6, 2026 |
| David Laforce | Director | 9,859 | 0.18% | Mar 17, 2026 |
| Jeffrey Lee Moore | Director | 19,789 | 0.35% | Mar 5, 2026 |
| Emma Marvin | Director | 9,648 | 0.17% | Feb 13, 2026 |
| David Mark Bouffard | Director | 6,736 | 0.12% | Feb 5, 2026 |
| Aminta K. Conant | Director | 15,774 | 0.28% | Feb 3, 2026 |
| Bruce D. Baker | Director | 1,070 | 0.02% | Jan 14, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Carol Martin Director | Jun 3, 2026 | Buy | +72 | $36.00 | $2.59K | 10,492 |
| Wayne Lamberton Director | Apr 6, 2026 | Other | −45 | $34.32 | $1.54K | 10,000 |
| Christopher L. Caldwell Pres/CEO/Dir of Company & Bank, Director | Apr 6, 2026 | Buy | +1,000 | $35.30 | $35.30K | 12,000 |
| Wayne Lamberton Director | Apr 6, 2026 | Buy | +1,350 | $34.32 | $46.33K | 10,045 |
| Louise M. Bonvechio Executive VP & CFO | Mar 12, 2026 | Buy | +763 | $32.75 | $24.99K | 12,009 |
| Louise M. Bonvechio Executive VP & CFO | Mar 12, 2026 | Buy | +763 | $32.75 | $24.99K | 12,009 |
| Wayne Lamberton Director | Mar 10, 2026 | Buy | +130 | $30.50 | $3.97K | 8,695 |
| Jeffrey Lee Moore Director | Mar 4, 2026 | Buy | +100 | $30.45 | $3.05K | 13,727 |
| David Laforce Director | Mar 3, 2026 | Buy | +895 | $30.00 | $26.85K | 9,859 |
| David Laforce Director | Feb 20, 2026 | Buy | +140 | $31.38 | $4.39K | 8,964 |
| Emma Marvin Director | Feb 13, 2026 | Buy | +3,100 | $32.50 | $100.75K | 9,648 |
| David Mark Bouffard Director | Feb 4, 2026 | Buy | +500 | $31.45 | $15.73K | 6,736 |
| Aminta K. Conant Director | Feb 2, 2026 | Buy | +4,000 | $31.50 | $126.00K | 11,059 |
| Wayne Lamberton Director | Feb 2, 2026 | Buy | +2,000 | $31.19 | $62.38K | 8,565 |
| Christopher L. Caldwell Pres/CEO/Dir of Company & Bank, Director | Feb 2, 2026 | Buy | +700 | $31.78 | $22.25K | 10,700 |
| Christopher L. Caldwell Pres/CEO/Dir of Company & Bank, Director | Feb 2, 2026 | Buy | +300 | $31.75 | $9.53K | 11,000 |
| Nikole Brainard PAO-Controller | Jan 14, 2026 | Buy | +100 | $22.94 | $2.29K | 100 |
| Bruce D. Baker Director | Jan 13, 2026 | Buy | +180 | $28.00 | $5.04K | 1,070 |
| David Mark Bouffard Director | Oct 23, 2025 | Sale | −2 | $22.65 | $45 | 6,124 |
| Wayne Lamberton Director | Sep 8, 2025 | Buy | +1,900 | $22.75 | $43.23K | 6,565 |
| Christopher L. Caldwell Pres/CEO/Dir of Company & Bank, Director | Sep 3, 2025 | Buy | +1,000 | $22.70 | $22.70K | 10,000 |
| Wayne Lamberton Director | Aug 22, 2025 | Buy | +100 | $22.75 | $2.28K | 4,665 |
| Christopher L. Caldwell Pres/CEO/Dir of Company & Bank, Director | Aug 11, 2025 | Buy | +1,000 | $22.80 | $22.80K | 9,000 |
| Carol Martin Director | Aug 11, 2025 | Buy | +96 | $22.92 | $2.20K | 10,386 |
| Wayne Lamberton Director | Aug 4, 2025 | Buy | +1,565 | $21.75 | $34.04K | 4,565 |
| David Laforce Director | Aug 1, 2025 | Buy | +95 | $23.17 | $2.20K | 8,824 |
| Jeffrey Lee Moore Director | Jul 7, 2025 | Buy | +1,662 | $20.05 | $33.32K | 6,062 |
| Jeffrey Lee Moore Director | Jul 7, 2025 | Buy | +2,000 | $20.05 | $40.10K | 15,028 |
| Bruce D. Baker Director | Jul 7, 2025 | Buy | +254 | $20.25 | $5.14K | 890 |
| Carol Martin Director | May 9, 2025 | Buy | +129 | $18.00 | $2.32K | 10,274 |
| Louise M. Bonvechio Executive VP & CFO | May 6, 2025 | Buy | +1,000 | $18.25 | $18.25K | 11,016 |
| David Laforce Director | May 1, 2025 | Buy | +115 | $18.00 | $2.07K | 8,617 |
| David Laforce Director | Feb 28, 2025 | Buy | +112 | $18.47 | $2.07K | 8,614 |
| Jeffrey Lee Moore Director | Feb 26, 2025 | Buy | +2,000 | $17.75 | $35.50K | 2,000 |
| Christopher L. Caldwell Pres/CEO/Dir of Company & Bank, Director | Feb 25, 2025 | Buy | +1,080 | $18.25 | $19.71K | 7,624 |
| Christopher L. Caldwell Pres/CEO/Dir of Company & Bank, Director | Feb 25, 2025 | Buy | +269 | $17.99 | $4.84K | 6,344 |
| Christopher L. Caldwell Pres/CEO/Dir of Company & Bank, Director | Feb 25, 2025 | Buy | +376 | $18.40 | $6.92K | 8,000 |
| Christopher L. Caldwell Pres/CEO/Dir of Company & Bank, Director | Feb 25, 2025 | Buy | +100 | $18.14 | $1.81K | 6,444 |
| Christopher L. Caldwell Pres/CEO/Dir of Company & Bank, Director | Feb 25, 2025 | Buy | +100 | $18.15 | $1.81K | 6,544 |
| Carol Martin Director | Feb 12, 2025 | Buy | +625 | $17.75 | $11.09K | 10,130 |
| David Laforce Director | Nov 7, 2024 | Buy | +115 | $17.44 | $2.01K | 8,502 |
| Jeffrey Lee Moore Director | Nov 5, 2024 | Buy | +1 | $16.32 | $16 | 11,019 |
| Jeffrey Lee Moore Director | Nov 4, 2024 | Buy | +500 | $16.55 | $8.28K | 11,018 |
| Fredric Oeschger Director | Aug 5, 2024 | Buy | +26,106.12 | $15.58 | $406.73K | 162,390 |
| David Laforce Director | Aug 1, 2024 | Buy | +112 | $16.36 | $1.83K | 8,282 |
| Christopher L. Caldwell VP/Dir of Co/Dir/Pres of Bank, Director | Jul 5, 2024 | Buy | +1,000 | $14.95 | $14.95K | 6,075 |
| Carol Martin Director | Jul 3, 2024 | Buy | +330 | $15.09 | $4.98K | 9,460 |
| David Mark Bouffard Director | Jul 1, 2024 | Buy | +500 | $15.50 | $7.75K | 5,797 |
| David Laforce Director | Jun 25, 2024 | Buy | +105 | $16.70 | $1.75K | 8,387 |
| Aminta K. Conant Director | May 7, 2024 | Buy | +500 | $16.00 | $8.00K | 5,718 |
| Aminta K. Conant Director | May 6, 2024 | Buy | +300 | $16.00 | $4.80K | 5,217 |
| Aminta K. Conant Director | May 6, 2024 | Buy | +1 | $16.00 | $16 | 5,218 |
| Aminta K. Conant Director | May 6, 2024 | Buy | +100 | $15.84 | $1.58K | 4,917 |
| Christopher L. Caldwell VP/Dir of Co/Dir/Pres of Bank, Director | May 3, 2024 | Buy | +500 | $15.94 | $7.97K | 5,075 |
| Carol Martin Director | May 1, 2024 | Buy | +230 | $15.95 | $3.67K | 9,130 |
| David Laforce Director | Apr 23, 2024 | Buy | +496 | $16.59 | $8.23K | 8,170 |
| David Laforce Director | Apr 23, 2024 | Buy | +204 | $16.35 | $3.34K | 7,674 |
| Emma Marvin Director | Apr 8, 2024 | Buy | +998 | $16.60 | $16.57K | 5,998 |
| Jeffrey Lee Moore Director | Mar 13, 2024 | Buy | +300 | $16.49 | $4.95K | 4,400 |
| Jeffrey Lee Moore Director | Mar 12, 2024 | Buy | +500 | $16.25 | $8.13K | 10,491 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.