As of the latest SEC filings, HAVERTY FURNITURE COMPANIES INC (HVT) is held by 181 institutional funds. The largest fund shareholder is Avantis U.S. Small Cap Value ETF (AVUV), holding an estimated $10,771,358.28 in market value, representing 0.05% of its portfolio.
Funds holding HAVERTY FURNITURE COMPANIES INC (HVT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HVT
- CIK:
- 0000216085
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.05% | $10,771,358.28 | 452,388 | Feb 28, 2026 | Apr 29, 2026 |
|
SYLD
Cambria Shareholder Yield ETF
|
ETF | Independent / Boutique | 1.00% | $9,599,239.80 | 433,570 | Apr 30, 2026 | Jun 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $8,955,073.44 | 422,808 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $6,986,900.76 | 329,882 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.05% | $5,090,649.43 | 213,803 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $4,836,527.28 | 218,452 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,255,768.42 | 153,719 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,017,770.56 | 136,304 | Apr 30, 2026 | Jun 26, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.06% | $2,532,122.07 | 106,347 | Feb 27, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,440,868.58 | 110,247 | Apr 30, 2026 | Jun 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,436,271.86 | 115,027 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $2,413,304.28 | 109,002 | Apr 30, 2026 | Jun 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.11% | $2,327,152.50 | 109,875 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,799,649.90 | 81,285 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,691,676.69 | 71,049 | Feb 28, 2026 | Apr 24, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.20% | $1,683,810.00 | 79,500 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $1,669,931.64 | 75,426 | Apr 30, 2026 | Jun 29, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.09% | $1,665,150.42 | 78,619 | Mar 31, 2026 | Jun 1, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,605,984.50 | 67,450 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,586,960.31 | 66,651 | Feb 28, 2026 | Apr 28, 2026 |
|
CZMSX
Multi-Manager Small Cap Equity Strategies Fund
|
MF | Columbia Threadneedle | 0.13% | $1,556,412.08 | 65,368 | Feb 28, 2026 | Apr 27, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,481,985.18 | 66,937 | Apr 30, 2026 | Jun 24, 2026 |
|
FDLS
Inspire Fidelis Multi Factor ETF
|
ETF | Independent / Boutique | 0.87% | $1,465,743.60 | 61,560 | Feb 28, 2026 | Apr 28, 2026 |
|
HSVIX
Hodges Small Intrinsic Value Fund
|
MF | Independent / Boutique | 2.78% | $1,419,060.00 | 67,000 | Mar 31, 2026 | May 28, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.14% | $1,372,192.92 | 61,978 | Apr 30, 2026 | Jun 22, 2026 |
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