Finward Bancorp’s Vanguard Health Care ETF VHT Stock Holding History

Finward Bancorp’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$590K	Buy	1,974 +27	+1%	+$7.51K	0.45%	54
2026 Q1	$530K	Sell	1,947 -55	-3%	-$15.7K	0.42%	60
2025 Q4	$576K	Hold	2,002	–	–	0.45%	55
2025 Q3	$520K	Sell	2,002 -247	-11%	-$62K	0.39%	60
2025 Q2	$559K	Hold	2,249	–	–	0.44%	58
2025 Q1	$595K	Sell	2,249 -2	-0.1%	-$533	0.52%	55
2024 Q4	$571K	Buy	+2,251	New	+$606K	0.5%	54

Other funds holding VHT

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

TAM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Finward Bancorp's VHT Position: Q2 2026 in Review

Finward Bancorp increased its Vanguard Health Care ETF (VHT) stake by 1.4% in Q2 2026, buying an estimated $7.51K and bringing the position to 1,974 shares worth $590K. The position accounts for 0.45% of the portfolio, ranked #54.

Finward Bancorp first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $595K in Q1 2025. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Finward Bancorp held 1,974 shares of Vanguard Health Care ETF worth $590K as of Q2 2026.
Finward Bancorp bought 27 Vanguard Health Care ETF shares in Q2 2026, an estimated $7.51K.
Vanguard Health Care ETF made up 0.45% of Finward Bancorp's portfolio in Q2 2026, its #54 holding.
Finward Bancorp first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
Finward Bancorp's Vanguard Health Care ETF position peaked at $595K in Q1 2025.
244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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