Finward Bancorp’s Vanguard Morningstar 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 Q3	$2.29M	Buy	14,185 +630	+5%	+$104K	1.68%	16
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

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

PWM

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

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

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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

Integrated Capital Management (Michigan) Bloomfield, Michigan $274M AUM 22.44% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Zeit Capital Greenwood Village, Colorado $163M AUM 11.7% 1-Year Est. Return

Finward Bancorp's MGV Position: Q3 2026 in Review

Finward Bancorp increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 4.6% in Q3 2026, buying an estimated $104K and bringing the position to 14,185 shares worth $2.29M. 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 8 quarters since. 190 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Finward Bancorp held 14,185 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.29M as of Q3 2026.
Finward Bancorp bought 630 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $104K.
Vanguard Morningstar Mega Cap Value ETF made up 1.68% of Finward Bancorp's portfolio in Q3 2026, its #16 holding.
Finward Bancorp first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
190 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

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