As of the latest SEC filings, YORK WATER CO (YORW) is held by 153 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $14,413,111.65 in market value, representing a significant portion of its portfolio.
Funds holding YORK WATER CO (YORW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- YORW
- CIK:
- 0000108985
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $14,413,111.65 | 473,337 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $9,974,232.45 | 327,561 | Mar 31, 2026 | May 28, 2026 |
|
UTG
Reaves Utility Income Fund
|
CEF | Independent / Boutique | 0.20% | $7,980,500.00 | 275,000 | Apr 30, 2026 | Jun 26, 2026 |
|
SMDV
ProShares Russell 2000 Dividend Growers ETF
|
ETF | ProShares | 0.90% | $5,921,326.32 | 180,089 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $4,999,798.65 | 164,197 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $4,143,910.90 | 142,795 | Apr 30, 2026 | Jun 26, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 0.03% | $3,225,626.64 | 98,103 | Feb 28, 2026 | Apr 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $3,045,852.60 | 100,028 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,730,927.10 | 94,105 | Apr 30, 2026 | Jun 24, 2026 |
|
GAUAX
The Gabelli Utilities Fund
|
MF | GAMCO / Gabelli | 0.15% | $2,620,009.35 | 86,043 | Mar 31, 2026 | Jun 1, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,439,728.88 | 74,201 | Feb 28, 2026 | Apr 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.00% | $2,349,923.52 | 80,976 | Apr 30, 2026 | Jun 26, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,349,834.96 | 71,467 | Feb 28, 2026 | Apr 28, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.12% | $2,269,316.70 | 74,526 | Mar 31, 2026 | Jun 1, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,252,707.44 | 68,513 | Feb 28, 2026 | Apr 24, 2026 |
|
PHO
Invesco Water Resources ETF
|
ETF | Invesco | 0.08% | $1,752,749.96 | 60,398 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,546,359.72 | 53,286 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,541,078.08 | 53,104 | Apr 30, 2026 | Jun 24, 2026 |
|
-
1290 VT GAMCO Small Company Value Portfolio
|
ETF | Independent / Boutique | 0.03% | $1,324,575.00 | 43,500 | Mar 31, 2026 | May 26, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.09% | $1,109,263.05 | 36,429 | Mar 31, 2026 | May 28, 2026 |
|
VFMV
VANGUARD U.S. MINIMUM VOLATILITY ETF
|
ETF | Vanguard | 0.27% | $1,054,889.04 | 32,083 | Feb 28, 2026 | Apr 28, 2026 |
|
WEMMX
TETON Westwood Mighty Mites Fund
|
MF | Independent / Boutique | 0.53% | $961,306.50 | 31,570 | Mar 31, 2026 | Jun 1, 2026 |
|
GCCSX
The Gabelli Small Cap Growth Fund
|
MF | GAMCO / Gabelli | 0.05% | $943,950.00 | 31,000 | Mar 31, 2026 | Jun 1, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $924,316.02 | 31,851 | Apr 30, 2026 | Jun 25, 2026 |
|
NSDVX
North Star Dividend Fund
|
MF | Independent / Boutique | 0.97% | $920,640.00 | 28,000 | Feb 28, 2026 | Apr 27, 2026 |
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