Finward Bancorp’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Finward Bancorp’s Portfolio MGK Stock Details MGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.64M	Sell	28,451 -3,395	-11%	-$303K	1.94%	12
2026 Q2	$2.8M	Sell	31,846 -94	-0.3%	-$8.02K	2.12%	10
2026 Q1	$2.35M	Buy	31,940 +235	+0.7%	+$18.5K	1.88%	14
2025 Q4	$2.62M	Sell	31,705 -410	-1%	-$33.7K	2.03%	13
2025 Q3	$2.58M	Buy	32,115 +2,190	+7%	+$168K	1.96%	11
2025 Q2	$2.19M	Buy	29,925 +790	+3%	+$52.1K	1.73%	13
2025 Q1	$1.8M	Sell	29,135 -15	-0.1%	-$1.01K	1.56%	14
2024 Q4	$2M	Buy	+29,150	New	+$1.96M	1.74%	12

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

Finward Bancorp's MGK Position: Q3 2026 in Review

Finward Bancorp reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 11% in Q3 2026, selling an estimated $303K and leaving 28,451 shares worth $2.64M. The position accounts for 1.94% of the portfolio, ranked #12.

Finward Bancorp first reported a position in MGK in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.8M in Q2 2026. 334 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Finward Bancorp held 28,451 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.64M as of Q3 2026.
Finward Bancorp sold 3,395 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $303K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.94% of Finward Bancorp's portfolio in Q3 2026, its #12 holding.
Finward Bancorp first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Finward Bancorp's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.8M in Q2 2026.
334 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Finward Bancorp's 13F filing for Q3 2026, filed 14 Oct 2026.