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Finward Bancorp’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Finward Bancorp’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.57M Buy
9,958
+345
+4% +$53.9K 1.19% 23
2026
Q1 		$1.42M Buy
9,613
+260
+3% +$39.1K 1.14% 24
2025
Q4 		$1.34M Sell
9,353
-891
-9% -$127K 1.04% 24
2025
Q3 		$1.44M Buy
10,244
+891
+10% +$122K 1.1% 23
2025
Q2 		$1.25M Sell
9,353
-220
-2% -$27.9K 0.98% 24
2025
Q1 		$1.23M Sell
9,573
-270
-3% -$35.3K 1.07% 24
2024
Q4 		$1.26M Buy
+9,843
New +$1.28M 1.09% 22

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Finward Bancorp's VYM Position: Q2 2026 in Review

Finward Bancorp increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.6% in Q2 2026, buying an estimated $53.9K and bringing the position to 9,958 shares worth $1.57M. The position accounts for 1.19% of the portfolio, ranked #23.

Finward Bancorp first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Finward Bancorp held 9,958 shares of Vanguard High Dividend Yield ETF worth $1.57M as of Q2 2026.
  • Finward Bancorp bought 345 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $53.9K.
  • Vanguard High Dividend Yield ETF made up 1.19% of Finward Bancorp's portfolio in Q2 2026, its #23 holding.
  • Finward Bancorp first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • 458 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Finward Bancorp's 13F filing for Q2 2026, filed 16 Jul 2026.