As of the latest SEC filings, MVB FINANCIAL CORP (MVBF) is held by 148 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $8,837,617.75 in market value, representing a significant portion of its portfolio.
Funds holding MVB FINANCIAL CORP (MVBF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MVBF
- CIK:
- 0001277902
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $8,837,617.75 | 355,925 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $7,295,128.49 | 293,803 | Mar 31, 2026 | May 28, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.21% | $4,671,834.96 | 178,792 | Apr 30, 2026 | Jun 25, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,353,639.12 | 135,064 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,898,470.25 | 110,925 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,393,984.45 | 96,415 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,998,657.57 | 76,489 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,837,775.16 | 70,332 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,636,308.00 | 60,604 | Feb 28, 2026 | Apr 24, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.01% | $1,538,190.00 | 56,970 | Feb 28, 2026 | Apr 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,492,479.00 | 55,277 | Feb 28, 2026 | Apr 28, 2026 |
|
DHSCX
DIAMOND HILL SMALL CAP FUND
|
MF | Independent / Boutique | 0.56% | $1,302,854.93 | 52,471 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,210,367.73 | 46,321 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,146,688.92 | 43,884 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,126,960.77 | 43,129 | Apr 30, 2026 | Jun 29, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 1.32% | $1,123,036.07 | 45,229 | Mar 31, 2026 | May 21, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,096,153.50 | 41,950 | Apr 30, 2026 | Jun 29, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.05% | $939,691.35 | 37,845 | Mar 31, 2026 | Jun 1, 2026 |
|
-
Columbia Variable Portfolio - Small Cap Value Fund
|
ETF | Columbia Threadneedle | 0.22% | $886,207.53 | 35,691 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $823,173.39 | 31,503 | Apr 30, 2026 | Jun 29, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.07% | $809,458.00 | 32,600 | Mar 31, 2026 | May 21, 2026 |
|
FFBFX
Emerald Finance & Banking Innovation Fund
|
MF | Independent / Boutique | 1.61% | $713,166.09 | 27,293 | Apr 30, 2026 | Jun 22, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.06% | $703,905.67 | 28,349 | Mar 31, 2026 | May 28, 2026 |
|
TINRX
Nuveen Equity Index Fund
|
MF | TIAA / Nuveen | 0.00% | $683,038.20 | 26,140 | Apr 30, 2026 | Jun 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $641,987.97 | 24,569 | Apr 30, 2026 | Jun 25, 2026 |
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