As of the latest SEC filings, FIRST MID BANCSHARES, INC. (FMBH) is held by 190 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $27,313,171.38 in market value, representing a significant portion of its portfolio.
Funds holding FIRST MID BANCSHARES, INC. (FMBH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FMBH
- CIK:
- 0000700565
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $27,313,171.38 | 663,102 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $22,356,243.21 | 542,759 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.09% | $22,134,204.27 | 539,727 | Feb 28, 2026 | Apr 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $10,116,058.05 | 245,595 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $9,045,351.45 | 214,905 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.06% | $7,654,996.74 | 185,846 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $7,383,974.97 | 175,433 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.04% | $6,233,023.92 | 148,088 | Apr 30, 2026 | Jun 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.00% | $5,153,752.14 | 122,446 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $4,973,901.57 | 118,173 | Apr 30, 2026 | Jun 29, 2026 |
|
BPSIX
Boston Partners Small Cap Value Fund II
|
MF | Independent / Boutique | 0.61% | $4,710,941.73 | 114,873 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,700,812.26 | 114,626 | Feb 28, 2026 | Apr 24, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 0.53% | $4,622,955.15 | 109,835 | Apr 30, 2026 | Jun 25, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $4,417,802.25 | 107,725 | Feb 28, 2026 | Apr 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.21% | $4,374,336.81 | 106,199 | Mar 31, 2026 | Jun 1, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $4,313,390.79 | 105,179 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.06% | $4,257,529.77 | 101,153 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,767,812.62 | 89,518 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $3,645,962.07 | 86,623 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $3,342,324.81 | 79,409 | Apr 30, 2026 | Jun 24, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 0.44% | $3,137,277.54 | 76,166 | Mar 31, 2026 | May 29, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.07% | $3,072,838.29 | 74,929 | Feb 27, 2026 | Apr 24, 2026 |
|
JSVZX
JPMorgan Small Cap Value Fund
|
MF | JPMorgan | 0.23% | $2,653,418.61 | 64,419 | Mar 31, 2026 | May 29, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.13% | $2,496,896.61 | 60,619 | Mar 31, 2026 | May 27, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.19% | $2,269,280.67 | 55,093 | Mar 31, 2026 | May 28, 2026 |
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