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Indiana Trust & Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Indiana Trust & Investment Management’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 		$257K Hold
1,629
– – 0.07% 161
2026
Q1 		$241K Sell
1,629
-140
-8% -$21K 0.07% 160
2025
Q4 		$254K Hold
1,769
– – 0.07% 155
2025
Q3 		$249K Hold
1,769
– – 0.08% 157
2025
Q2 		$236K Hold
1,769
– – 0.08% 159
2025
Q1 		$228K Hold
1,769
– – 0.08% 155
2024
Q4 		$226K Hold
1,769
– – 0.08% 162
2024
Q3 		$227K Buy
1,769
+674
+62% +$83.2K 0.08% 160
2024
Q2 		$130K Buy
1,095
+110
+11% +$13K 0.05% 198
2024
Q1 		$119K Hold
985
– – 0.05% 199
2023
Q4 		$110K Sell
985
-300
-23% -$31.5K 0.05% 198
2023
Q3 		$133K Buy
+1,285
New +$138K 0.07% 178

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Indiana Trust & Investment Management's VYM Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,629 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #161.

Indiana Trust & Investment Management first reported a position in VYM in Q3 2023 and has held it in 12 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Indiana Trust & Investment Management held 1,629 shares of Vanguard High Dividend Yield ETF worth $257K as of Q2 2026.
  • Indiana Trust & Investment Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.07% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #161 holding.
  • Indiana Trust & Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.