As of the latest SEC filings, MID PENN BANCORP INC (MPB) is held by 181 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $21,250,845.60 in market value, representing a significant portion of its portfolio.
Funds holding MID PENN BANCORP INC (MPB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MPB
- CIK:
- 0000879635
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $21,250,845.60 | 660,785 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $15,430,818.24 | 479,814 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.03% | $7,604,312.43 | 236,379 | Feb 28, 2026 | Apr 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $7,452,533.28 | 231,733 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $6,369,045.69 | 193,177 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.04% | $5,323,316.16 | 165,526 | Mar 31, 2026 | May 28, 2026 |
|
FFGRX
Emerald Growth Fund
|
MF | Independent / Boutique | 0.37% | $5,210,512.86 | 158,038 | Apr 30, 2026 | Jun 22, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 0.54% | $4,745,569.92 | 143,936 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $4,650,055.83 | 141,039 | Apr 30, 2026 | Jun 24, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.12% | $4,586,144.64 | 142,604 | Mar 31, 2026 | May 28, 2026 |
|
SCYVX
AB Small Cap Value Portfolio
|
MF | Independent / Boutique | 0.68% | $3,876,871.04 | 120,512 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,475,421.61 | 108,033 | Feb 28, 2026 | Apr 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.16% | $3,356,024.64 | 104,354 | Mar 31, 2026 | Jun 1, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 0.47% | $3,350,460.96 | 104,181 | Mar 31, 2026 | May 29, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,168,777.17 | 98,501 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,117,594.70 | 96,910 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $3,111,444.84 | 94,372 | Apr 30, 2026 | Jun 29, 2026 |
|
PSLAX
Putnam Small Cap Value Fund
|
MF | Independent / Boutique | 0.99% | $2,798,790.00 | 87,000 | Feb 28, 2026 | Apr 23, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,750,522.25 | 83,425 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,457,649.74 | 74,542 | Apr 30, 2026 | Jun 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $2,181,130.35 | 66,155 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,175,426.54 | 65,982 | Apr 30, 2026 | Jun 24, 2026 |
|
RCSSX
Royce Capital Fund - Small-Cap Portfolio
|
MF | Independent / Boutique | 1.20% | $2,044,475.52 | 63,572 | Mar 31, 2026 | May 21, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,701,120.12 | 51,596 | Apr 30, 2026 | Jun 24, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.14% | $1,659,552.48 | 51,603 | Mar 31, 2026 | May 21, 2026 |
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