As of the latest SEC filings, BLUE RIDGE BANKSHARES, INC. (BRBS) is held by 103 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $8,500,115.40 in market value, representing a significant portion of its portfolio.
Funds holding BLUE RIDGE BANKSHARES, INC. (BRBS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BRBS
- CIK:
- 0000842717
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $8,500,115.40 | 2,023,837 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $6,495,333.60 | 1,546,508 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,415,596.40 | 575,142 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,208,546.13 | 643,891 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,139,085.20 | 509,306 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,359,864.52 | 334,942 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $961,030.42 | 236,707 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $877,795.31 | 255,917 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $743,459.36 | 216,752 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.06% | $712,177.20 | 169,566 | Mar 31, 2026 | May 28, 2026 |
|
MMECX
Victory Integrity Discovery Fund
|
MF | Independent / Boutique | 0.87% | $599,340.00 | 142,700 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $505,969.59 | 147,513 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $467,455.80 | 111,299 | Mar 31, 2026 | May 28, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.02% | $463,436.82 | 114,147 | Feb 28, 2026 | Apr 29, 2026 |
|
MMSMX
Multi-Manager U.S. Small Cap Equity Fund
|
MF | Goldman Sachs | 0.12% | $419,070.54 | 122,178 | Apr 30, 2026 | Jun 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.02% | $376,152.00 | 89,560 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $348,203.31 | 101,517 | Apr 30, 2026 | Jun 24, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.02% | $342,195.00 | 81,475 | Mar 31, 2026 | May 26, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $319,992.96 | 78,816 | Feb 28, 2026 | Apr 24, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.01% | $286,147.75 | 83,425 | Apr 30, 2026 | Jun 24, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.01% | $282,849.00 | 67,345 | Mar 31, 2026 | May 26, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $271,747.98 | 66,933 | Feb 28, 2026 | Apr 24, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $229,231.80 | 54,579 | Mar 31, 2026 | May 28, 2026 |
|
-
LVIP SSGA Small-Cap Index Fund
|
ETF | Independent / Boutique | 0.01% | $210,000.00 | 50,000 | Mar 31, 2026 | May 18, 2026 |
|
VTWV
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
ETF | Vanguard | 0.02% | $200,888.80 | 49,480 | Feb 28, 2026 | Apr 28, 2026 |
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