As of the latest SEC filings, UNITED SECURITY BANCSHARE/CA (UBFO) is held by 57 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $4,485,415.76 in market value, representing a significant portion of its portfolio.
Funds holding UNITED SECURITY BANCSHARE/CA (UBFO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UBFO
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $4,485,415.76 | 426,776 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $2,079,781.86 | 197,886 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,537,224.13 | 146,263 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,222,691.36 | 116,336 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.00% | $860,001.08 | 82,772 | Feb 28, 2026 | Apr 29, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.04% | $776,384.21 | 73,871 | Mar 31, 2026 | Jun 1, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $769,587.30 | 74,070 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $710,083.77 | 68,343 | Feb 28, 2026 | Apr 28, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.04% | $525,500.00 | 50,000 | Mar 31, 2026 | May 21, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $375,385.67 | 35,717 | Mar 31, 2026 | May 28, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.28% | $346,830.00 | 33,000 | Mar 31, 2026 | May 21, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $265,558.01 | 25,559 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $252,113.88 | 23,988 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $206,916.85 | 19,915 | Feb 28, 2026 | Apr 24, 2026 |
|
GSSC
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
ETF | Goldman Sachs | 0.02% | $190,957.81 | 18,379 | Feb 28, 2026 | Apr 28, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.01% | $177,923.79 | 16,929 | Mar 31, 2026 | May 26, 2026 |
|
VTWV
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $104,596.13 | 10,067 | Feb 28, 2026 | Apr 28, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $97,143.93 | 9,243 | Mar 31, 2026 | May 28, 2026 |
|
-
LVIP SSGA Small-Cap Index Fund
|
ETF | Independent / Boutique | 0.00% | $93,539.00 | 8,900 | Mar 31, 2026 | May 18, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $91,762.81 | 8,731 | Mar 31, 2026 | May 26, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.00% | $78,341.54 | 7,454 | Mar 31, 2026 | May 22, 2026 |
|
NSIDX
Small Cap Index Fund
|
MF | Independent / Boutique | 0.01% | $75,325.17 | 7,167 | Mar 31, 2026 | May 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $67,722.02 | 6,518 | Feb 28, 2026 | Apr 24, 2026 |
|
VCSLX
Small Cap Index Fund
|
MF | Corebridge / VALIC | 0.00% | $58,495.70 | 5,630 | Feb 28, 2026 | Apr 29, 2026 |
|
-
Small-Cap Index Portfolio
|
ETF | Independent / Boutique | 0.01% | $56,554.31 | 5,381 | Mar 31, 2026 | May 27, 2026 |
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