As of the latest SEC filings, FIRST UNITED CORP/MD/ (FUNC) is held by 112 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $7,146,778.56 in market value, representing a significant portion of its portfolio.
Funds holding FIRST UNITED CORP/MD/ (FUNC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FUNC
- CIK:
- 0000763907
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $7,146,778.56 | 195,054 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $5,186,318.72 | 141,548 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.01% | $3,442,931.02 | 97,066 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,109,437.32 | 83,677 | Apr 30, 2026 | Jun 24, 2026 |
|
HUSEX
Huber Small Cap Value Fund
|
MF | Independent / Boutique | 3.11% | $2,898,777.28 | 78,008 | Apr 30, 2026 | Jun 15, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,416,884.32 | 65,963 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,170,329.80 | 58,405 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,852,884.80 | 50,570 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,646,596.76 | 44,311 | Apr 30, 2026 | Jun 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.07% | $1,396,423.68 | 38,112 | Mar 31, 2026 | Jun 1, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,392,979.76 | 37,486 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,310,038.64 | 35,254 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,107,515.28 | 31,224 | Feb 28, 2026 | Apr 24, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.09% | $1,069,008.64 | 29,176 | Mar 31, 2026 | May 21, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,052,785.07 | 29,681 | Feb 28, 2026 | Apr 28, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.02% | $909,025.16 | 25,628 | Feb 27, 2026 | Apr 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $892,731.84 | 24,024 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $860,662.76 | 23,161 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $780,620.12 | 21,007 | Apr 30, 2026 | Jun 29, 2026 |
|
FINS
Angel Oak Financial Strategies Income Term Trust
|
CEF | Independent / Boutique | 0.14% | $620,572.00 | 16,700 | Apr 30, 2026 | Jun 26, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.05% | $561,288.16 | 15,319 | Mar 31, 2026 | May 28, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $523,175.64 | 14,079 | Apr 30, 2026 | Jun 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $485,829.84 | 13,074 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $482,634.08 | 12,988 | Apr 30, 2026 | Jun 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $399,746.90 | 11,270 | Feb 28, 2026 | Apr 24, 2026 |
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