As of the latest SEC filings, UNIVERSAL CORP /VA/ (UVV) is held by 240 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $78,798,884.50 in market value, representing 0.09% of its portfolio.
Funds holding UNIVERSAL CORP /VA/ (UVV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UVV
- CIK:
- 0000102037
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.09% | $78,798,884.50 | 1,495,235 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $39,470,192.00 | 748,960 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.04% | $31,122,828.20 | 590,566 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $28,807,611.80 | 546,634 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.15% | $28,404,847.62 | 530,139 | Apr 30, 2026 | Jun 24, 2026 |
|
PEY
Invesco High Yield Equity Dividend AchieversTM ETF
|
ETF | Invesco | 2.34% | $24,982,639.44 | 466,268 | Apr 30, 2026 | Jun 26, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.03% | $18,326,056.10 | 347,743 | Mar 31, 2026 | May 28, 2026 |
|
VCSAX
VANGUARD CONSUMER STAPLES INDEX FUND
|
ETF | Vanguard | 0.16% | $15,500,675.16 | 288,492 | Feb 28, 2026 | Apr 28, 2026 |
|
DIV
Global X SuperDividend U.S. ETF
|
ETF | Independent / Boutique | 1.98% | $14,874,450.96 | 277,612 | Apr 30, 2026 | Jun 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $14,668,307.20 | 278,336 | Mar 31, 2026 | May 28, 2026 |
|
FGD
First Trust Dow Jones Global Select Dividend Index Fund
|
ETF | First Trust | 1.04% | $13,187,806.10 | 250,243 | Mar 31, 2026 | May 21, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.13% | $13,079,440.17 | 243,429 | Feb 28, 2026 | Apr 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $12,841,411.44 | 239,668 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.17% | $12,827,390.80 | 243,404 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.09% | $12,087,851.70 | 229,371 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.07% | $11,246,174.10 | 209,895 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.09% | $10,903,155.70 | 206,891 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.07% | $10,089,489.06 | 188,307 | Apr 30, 2026 | Jun 29, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.09% | $8,521,537.30 | 161,699 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.11% | $7,891,691.04 | 147,288 | Apr 30, 2026 | Jun 29, 2026 |
|
CBHAX
Victory Market Neutral Income Fund
|
MF | Independent / Boutique | 0.26% | $7,531,409.70 | 142,911 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $7,236,461.22 | 135,059 | Apr 30, 2026 | Jun 24, 2026 |
|
USVM
VictoryShares US Small Mid Cap Value Momentum ETF
|
ETF | Independent / Boutique | 0.50% | $7,145,118.70 | 135,581 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $7,076,241.00 | 131,700 | Feb 28, 2026 | Apr 24, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.35% | $6,849,155.50 | 129,965 | Mar 31, 2026 | Jun 1, 2026 |
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