As of the latest SEC filings, Finward Bancorp (FNWD) is held by 92 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $4,061,570.70 in market value, representing a significant portion of its portfolio.
Funds holding Finward Bancorp (FNWD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FNWD
- CIK:
- 0000919864
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $4,061,570.70 | 111,889 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $2,334,779.70 | 64,319 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,667,440.50 | 45,935 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,046,928.30 | 28,841 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,038,834.76 | 32,282 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $735,394.24 | 19,684 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $632,766.32 | 16,937 | Feb 28, 2026 | Apr 28, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.05% | $410,190.00 | 11,300 | Mar 31, 2026 | Jun 1, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $318,169.50 | 8,765 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $263,103.68 | 8,176 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $241,569.76 | 6,466 | Feb 28, 2026 | Apr 24, 2026 |
|
PSTWX
SmallCap Value Fund II
|
MF | Independent / Boutique | 0.02% | $226,096.68 | 7,026 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $215,839.80 | 5,946 | Mar 31, 2026 | May 28, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.23% | $193,515.30 | 5,331 | Mar 31, 2026 | May 21, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $192,665.52 | 5,157 | Feb 28, 2026 | Apr 24, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.00% | $169,726.48 | 4,543 | Feb 28, 2026 | Apr 29, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $164,246.72 | 5,104 | Apr 30, 2026 | Jun 29, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.01% | $163,350.00 | 4,500 | Mar 31, 2026 | May 27, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.01% | $150,681.30 | 4,151 | Mar 31, 2026 | May 26, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $139,854.28 | 4,346 | Apr 30, 2026 | Jun 24, 2026 |
|
MXTFX
Empower Small Cap Value Fund
|
MF | Empower / Great-West | 0.02% | $112,530.00 | 3,100 | Mar 31, 2026 | May 20, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $104,616.60 | 2,882 | Mar 31, 2026 | May 26, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $95,574.60 | 2,970 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWV
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $93,287.92 | 2,497 | Feb 28, 2026 | Apr 28, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $92,964.30 | 2,561 | Mar 31, 2026 | May 28, 2026 |
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