As of the latest SEC filings, PEOPLES BANCORP INC (PEBO) is held by 198 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $34,972,562.42 in market value, representing a significant portion of its portfolio.
Funds holding PEOPLES BANCORP INC (PEBO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PEBO
- CIK:
- 0000318300
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $34,972,562.42 | 1,063,966 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.04% | $28,447,111.41 | 865,443 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.11% | $25,947,564.79 | 804,077 | Feb 28, 2026 | Apr 29, 2026 |
|
PEY
Invesco High Yield Equity Dividend AchieversTM ETF
|
ETF | Invesco | 2.09% | $22,297,116.80 | 648,172 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.10% | $18,179,196.00 | 528,465 | Apr 30, 2026 | Jun 24, 2026 |
|
BAUUX
Brown Advisory Small-Cap Fundamental Value Fund
|
MF | Independent / Boutique | 1.25% | $13,430,813.48 | 408,604 | Mar 31, 2026 | May 27, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $12,780,710.62 | 388,826 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $12,026,549.60 | 349,609 | Apr 30, 2026 | Jun 26, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.29% | $10,655,796.60 | 324,180 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.07% | $10,306,274.40 | 299,601 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.08% | $9,759,628.92 | 296,916 | Mar 31, 2026 | May 28, 2026 |
|
FVFRX
Franklin Small Cap Value Fund
|
MF | Franklin Templeton | 0.21% | $8,577,364.80 | 249,342 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $7,420,286.40 | 215,706 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.09% | $6,727,711.20 | 195,573 | Apr 30, 2026 | Jun 29, 2026 |
|
SMDV
ProShares Russell 2000 Dividend Growers ETF
|
ETF | ProShares | 0.97% | $6,363,644.00 | 197,200 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $6,010,771.55 | 186,265 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.04% | $5,576,449.62 | 172,806 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,549,064.00 | 161,310 | Apr 30, 2026 | Jun 24, 2026 |
|
KBWD
Invesco KBW High Dividend Yield Financial ETF
|
ETF | Invesco | 1.26% | $5,483,382.94 | 169,922 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.03% | $5,479,413.73 | 169,799 | Feb 28, 2026 | Apr 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.26% | $5,325,071.48 | 162,004 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.07% | $5,011,254.40 | 145,676 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $4,074,439.20 | 118,443 | Apr 30, 2026 | Jun 29, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.09% | $3,962,110.60 | 122,780 | Feb 27, 2026 | Apr 24, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.29% | $3,525,964.90 | 107,270 | Mar 31, 2026 | May 21, 2026 |
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