As of the latest SEC filings, MEDIFAST INC (MED) is held by 135 institutional funds. The largest fund shareholder is Schwab Fundamental U.S. Small Company ETF (FNDA), holding an estimated $6,000,688.98 in market value, representing 0.06% of its portfolio.
Funds holding MEDIFAST INC (MED)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MED
- CIK:
- 0000910329
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.06% | $6,000,688.98 | 569,866 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,250,406.20 | 318,980 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $2,821,223.78 | 276,862 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.01% | $1,894,252.23 | 179,891 | Feb 28, 2026 | Apr 29, 2026 |
|
VCSAX
VANGUARD CONSUMER STAPLES INDEX FUND
|
ETF | Vanguard | 0.01% | $1,351,178.01 | 128,317 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,204,482.96 | 110,808 | Apr 30, 2026 | Jun 24, 2026 |
|
SMLF
iShares U.S. Small-Cap Equity Factor ETF
|
ETF | BlackRock / iShares | 0.03% | $1,187,721.42 | 109,266 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,134,075.67 | 111,293 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,123,958.00 | 103,400 | Apr 30, 2026 | Jun 26, 2026 |
|
SFSNX
Schwab Fundamental U.S. Small Company Index Fund
|
MF | Charles Schwab | 0.05% | $1,090,130.56 | 100,288 | Apr 30, 2026 | Jun 25, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $945,153.07 | 92,753 | Mar 31, 2026 | May 28, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.79% | $671,521.00 | 65,900 | Mar 31, 2026 | May 21, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $671,244.24 | 61,752 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $587,447.64 | 55,788 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $560,511.90 | 53,230 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.00% | $543,232.17 | 51,589 | Feb 28, 2026 | Apr 24, 2026 |
|
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
|
ETF | JPMorgan | 0.09% | $526,586.28 | 48,444 | Apr 30, 2026 | Jun 26, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.02% | $498,413.28 | 48,912 | Mar 31, 2026 | Jun 1, 2026 |
|
SVAL
iShares US Small Cap Value Factor ETF
|
ETF | BlackRock / iShares | 0.29% | $485,064.38 | 47,602 | Mar 31, 2026 | May 22, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $482,193.20 | 44,360 | Apr 30, 2026 | Jun 24, 2026 |
|
VSFAX
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund
|
MF | Federated Hermes | 0.30% | $443,805.07 | 43,553 | Mar 31, 2026 | May 22, 2026 |
|
PMJAX
PIMCO RAE US Small Fund
|
MF | PIMCO | 0.01% | $416,006.75 | 40,825 | Mar 31, 2026 | May 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $408,385.90 | 37,570 | Apr 30, 2026 | Jun 29, 2026 |
|
USCAX
Victory Small Cap Stock Fund
|
MF | Independent / Boutique | 0.04% | $359,644.82 | 33,086 | Apr 30, 2026 | Jun 25, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $274,576.20 | 25,260 | Apr 30, 2026 | Jun 25, 2026 |
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