As of the latest SEC filings, MERCANTILE BANK CORP (MBWM) is held by 213 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $24,989,268.50 in market value, representing a significant portion of its portfolio.
Funds holding MERCANTILE BANK CORP (MBWM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MBWM
- CIK:
- 0001042729
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $24,989,268.50 | 494,837 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.10% | $23,083,082.82 | 446,827 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $20,189,950.50 | 399,801 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $12,002,435.20 | 233,920 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $9,740,137.00 | 192,874 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $8,535,777.67 | 166,357 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.06% | $7,311,339.50 | 144,779 | Mar 31, 2026 | May 28, 2026 |
|
FOSBX
TRIBUTARY SMALL COMPANY FUND
|
MF | Independent / Boutique | 1.19% | $6,770,636.00 | 134,072 | Mar 31, 2026 | May 27, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.04% | $6,752,344.69 | 131,599 | Apr 30, 2026 | Jun 24, 2026 |
|
SMDV
ProShares Russell 2000 Dividend Growers ETF
|
ETF | ProShares | 1.00% | $6,620,952.24 | 128,164 | Feb 28, 2026 | Apr 24, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.16% | $6,107,369.00 | 120,938 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,295,089.38 | 103,198 | Apr 30, 2026 | Jun 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.00% | $4,943,872.43 | 96,353 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $4,768,135.68 | 92,928 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,428,966.78 | 85,733 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.06% | $4,246,364.29 | 82,759 | Apr 30, 2026 | Jun 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $4,067,140.14 | 78,729 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $4,066,468.56 | 78,716 | Feb 28, 2026 | Apr 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.19% | $3,987,934.50 | 78,969 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $3,260,596.57 | 63,547 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,918,204.94 | 56,874 | Apr 30, 2026 | Jun 29, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.06% | $2,819,499.48 | 54,578 | Feb 27, 2026 | Apr 24, 2026 |
|
LVAQX
LSV Small Cap Value Fund
|
MF | Independent / Boutique | 0.38% | $2,496,590.67 | 48,657 | Apr 30, 2026 | Jun 29, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.20% | $2,388,650.00 | 47,300 | Mar 31, 2026 | May 21, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.29% | $2,385,620.00 | 47,240 | Mar 31, 2026 | Jun 1, 2026 |
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