Finward Bancorp’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Finward Bancorp’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.22M	Buy	13,555 +141	+1%	+$21.9K	1.68%	16
2026 Q1	$1.94M	Sell	13,414 -88	-0.7%	-$13K	1.55%	17
2025 Q4	$1.91M	Sell	13,502 -112	-0.8%	-$15.6K	1.48%	18
2025 Q3	$1.88M	Sell	13,614 -213	-2%	-$28.5K	1.42%	19
2025 Q2	$1.81M	Buy	13,827 +275	+2%	+$34.5K	1.43%	18
2025 Q1	$1.75M	Buy	13,552 +174	+1%	+$22.5K	1.51%	16
2024 Q4	$1.67M	Buy	+13,378	New	+$1.73M	1.45%	16

Other funds holding MGV

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Finward Bancorp's MGV Position: Q2 2026 in Review

Finward Bancorp increased its Vanguard Mega Cap Value ETF (MGV) stake by 1.1% in Q2 2026, buying an estimated $21.9K and bringing the position to 13,555 shares worth $2.22M. The position accounts for 1.68% of the portfolio, ranked #16.

Finward Bancorp first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Finward Bancorp held 13,555 shares of Vanguard Mega Cap Value ETF worth $2.22M as of Q2 2026.
Finward Bancorp bought 141 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $21.9K.
Vanguard Mega Cap Value ETF made up 1.68% of Finward Bancorp's portfolio in Q2 2026, its #16 holding.
Finward Bancorp first reported a position in Vanguard Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

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