As of the latest SEC filings, Bankwell Financial Group, Inc. (BWFG) is held by 150 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $9,564,310.92 in market value, representing a significant portion of its portfolio.
Funds holding Bankwell Financial Group, Inc. (BWFG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BWFG
- CIK:
- 0001505732
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $9,564,310.92 | 197,121 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $8,590,320.44 | 177,047 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.02% | $3,967,538.60 | 84,958 | Feb 28, 2026 | Apr 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,831,964.04 | 78,977 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,400,021.08 | 65,739 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Adara Smaller Companies Fund
|
ETF | Independent / Boutique | 0.40% | $3,064,454.00 | 65,620 | Feb 28, 2026 | Apr 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,459,236.20 | 50,685 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $2,309,970.36 | 44,663 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,131,019.16 | 41,203 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,887,986.88 | 36,504 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,779,633.48 | 34,409 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,692,127.80 | 36,234 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,638,095.90 | 35,077 | Feb 28, 2026 | Apr 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.07% | $1,452,785.84 | 29,942 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,420,282.92 | 27,461 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,346,581.92 | 26,036 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $923,046.84 | 17,847 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $910,737.48 | 17,609 | Apr 30, 2026 | Jun 29, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.07% | $837,940.40 | 17,270 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $765,197.40 | 14,795 | Apr 30, 2026 | Jun 25, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.06% | $727,800.00 | 15,000 | Mar 31, 2026 | May 21, 2026 |
|
ORSAX
NORTH SQUARE DYNAMIC SMALL CAP FUND
|
MF | Independent / Boutique | 0.09% | $650,250.80 | 13,924 | Feb 28, 2026 | Apr 27, 2026 |
|
OASC
OneAscent Enhanced Small and Mid Cap ETF
|
ETF | Independent / Boutique | 0.85% | $618,541.50 | 13,245 | Feb 28, 2026 | Apr 28, 2026 |
|
EHLS
Even Herd Long Short ETF
|
ETF | Independent / Boutique | 0.97% | $558,853.36 | 11,518 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $557,224.40 | 11,932 | Feb 28, 2026 | Apr 24, 2026 |
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