As of the latest SEC filings, PEOPLES BANCORP OF NORTH CAROLINA INC (PEBK) is held by 118 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $6,616,316.96 in market value, representing a significant portion of its portfolio.
Funds holding PEOPLES BANCORP OF NORTH CAROLINA INC (PEBK)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PEBK
- CIK:
- 0001093672
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $6,616,316.96 | 168,956 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $4,594,290.36 | 117,321 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,218,257.36 | 56,646 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,616,929.56 | 41,018 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,467,168.56 | 37,466 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.07% | $1,383,287.84 | 35,324 | Mar 31, 2026 | Jun 1, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.08% | $1,003,161.72 | 25,617 | Mar 31, 2026 | May 21, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $991,243.82 | 25,942 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $898,302.96 | 22,788 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $835,506.90 | 21,195 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $798,015.85 | 20,885 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $768,374.64 | 19,492 | Apr 30, 2026 | Jun 24, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.00% | $695,842.31 | 18,211 | Feb 28, 2026 | Apr 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $636,554.16 | 16,148 | Apr 30, 2026 | Jun 29, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.61% | $524,822.32 | 13,402 | Mar 31, 2026 | May 21, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $503,472.24 | 12,772 | Apr 30, 2026 | Jun 29, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $468,940.32 | 11,896 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $444,184.56 | 11,268 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $418,816.20 | 10,695 | Mar 31, 2026 | May 28, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $380,678.94 | 9,657 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $366,816.00 | 9,600 | Feb 28, 2026 | Apr 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $350,207.28 | 8,884 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $339,248.52 | 8,606 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $288,295.92 | 7,362 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $258,834.54 | 6,774 | Feb 28, 2026 | Apr 24, 2026 |
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