As of the latest SEC filings, CALAVO GROWERS INC (CVGW) is held by 176 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $13,682,368.70 in market value, representing a significant portion of its portfolio.
Funds holding CALAVO GROWERS INC (CVGW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CVGW
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $13,682,368.70 | 530,530 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $10,629,477.45 | 412,155 | Mar 31, 2026 | May 28, 2026 |
|
HRTVX
Heartland Value Fund
|
MF | Independent / Boutique | 1.06% | $10,316,000.00 | 400,000 | Mar 31, 2026 | May 5, 2026 |
|
-
1290 VT GAMCO Small Company Value Portfolio
|
ETF | Independent / Boutique | 0.21% | $8,381,750.00 | 325,000 | Mar 31, 2026 | May 26, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.05% | $5,342,716.72 | 199,058 | Feb 28, 2026 | Apr 24, 2026 |
|
VCSAX
VANGUARD CONSUMER STAPLES INDEX FUND
|
ETF | Vanguard | 0.05% | $5,283,722.40 | 196,860 | Feb 28, 2026 | Apr 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $4,962,331.27 | 192,413 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $4,718,236.16 | 167,551 | Apr 30, 2026 | Jun 26, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $3,676,513.28 | 130,558 | Apr 30, 2026 | Jun 24, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.03% | $3,290,030.30 | 127,570 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $3,000,166.40 | 106,540 | Apr 30, 2026 | Jun 29, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.31% | $2,545,473.00 | 98,700 | Mar 31, 2026 | Jun 1, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.13% | $2,488,941.32 | 96,508 | Mar 31, 2026 | Jun 1, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,395,308.96 | 89,244 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,254,883.84 | 80,074 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $2,239,341.72 | 83,433 | Feb 28, 2026 | Apr 28, 2026 |
|
NMVLX
Nuance Mid Cap Value Fund
|
MF | Independent / Boutique | 0.75% | $2,169,756.16 | 77,051 | Apr 30, 2026 | Jun 18, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,164,189.72 | 80,633 | Feb 28, 2026 | Apr 24, 2026 |
|
WEMMX
TETON Westwood Mighty Mites Fund
|
MF | Independent / Boutique | 0.98% | $1,774,352.00 | 68,800 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,752,565.76 | 62,236 | Apr 30, 2026 | Jun 24, 2026 |
|
PSTWX
SmallCap Value Fund II
|
MF | Independent / Boutique | 0.14% | $1,682,588.16 | 59,751 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,642,460.16 | 58,326 | Apr 30, 2026 | Jun 29, 2026 |
|
TNVAX
1290 GAMCO Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.60% | $1,379,840.00 | 49,000 | Apr 30, 2026 | Jun 25, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $1,299,270.72 | 48,408 | Feb 28, 2026 | Apr 24, 2026 |
|
SFSNX
Schwab Fundamental U.S. Small Company Index Fund
|
MF | Charles Schwab | 0.05% | $1,251,571.20 | 44,445 | Apr 30, 2026 | Jun 25, 2026 |
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