As of the latest SEC filings, SHENANDOAH TELECOMMUNICATIONS CO/VA/ (SHEN) is held by 202 institutional funds. The largest fund shareholder is Longleaf Partners Small Cap Fund (LLSCX), holding an estimated $45,271,994.34 in market value, representing 6.51% of its portfolio.
Funds holding SHENANDOAH TELECOMMUNICATIONS CO/VA/ (SHEN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SHEN
- CIK:
- 0000354963
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
LLSCX
Longleaf Partners Small Cap Fund
|
MF | Independent / Boutique | 6.51% | $45,271,994.34 | 2,935,927 | Mar 31, 2026 | May 29, 2026 |
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.05% | $42,142,104.42 | 2,732,951 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $25,001,941.74 | 1,621,397 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $18,939,152.40 | 1,228,220 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.05% | $12,652,374.62 | 928,274 | Feb 28, 2026 | Apr 29, 2026 |
|
HFCSX
Hennessy Focus Fund
|
MF | Independent / Boutique | 2.55% | $12,532,673.01 | 796,737 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $8,164,923.91 | 519,067 | Apr 30, 2026 | Jun 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $7,904,309.27 | 502,499 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $7,777,709.22 | 504,391 | Mar 31, 2026 | May 28, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.09% | $6,848,839.26 | 444,153 | Mar 31, 2026 | May 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $6,703,505.76 | 434,728 | Mar 31, 2026 | May 28, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.05% | $6,417,850.26 | 416,203 | Mar 31, 2026 | May 28, 2026 |
|
XSVM
Invesco S&P SmallCap Value with Momentum ETF
|
ETF | Invesco | 0.95% | $5,839,479.36 | 371,232 | Apr 30, 2026 | Jun 26, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.05% | $4,590,106.95 | 336,765 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.06% | $4,328,848.81 | 275,197 | Apr 30, 2026 | Jun 29, 2026 |
|
-
1290 VT GAMCO Small Company Value Portfolio
|
ETF | Independent / Boutique | 0.11% | $4,163,400.00 | 270,000 | Mar 31, 2026 | May 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $4,060,919.72 | 258,164 | Apr 30, 2026 | Jun 29, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.19% | $3,818,994.30 | 247,665 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,814,053.10 | 242,470 | Apr 30, 2026 | Jun 24, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.09% | $3,666,058.74 | 237,747 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,434,528.29 | 251,983 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,320,158.96 | 243,592 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $3,096,277.47 | 196,839 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $3,069,363.44 | 195,128 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $3,006,641.70 | 220,590 | Feb 28, 2026 | Apr 24, 2026 |
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