Finward Bancorp’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Finward Bancorp’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$327K	Sell	1,671 -291	-15%	-$59.5K	0.24%	78
2026 Q2	$388K	Hold	1,962	–	–	0.29%	71
2026 Q1	$362K	Sell	1,962 -45	-2%	-$8.41K	0.29%	72
2025 Q4	$356K	Sell	2,007 -30	-1%	-$5.25K	0.28%	73
2025 Q3	$356K	Buy	2,037 +200	+11%	+$34K	0.27%	73
2025 Q2	$302K	Sell	1,837 -30	-2%	-$4.75K	0.24%	85
2025 Q1	$300K	Hold	1,867	–	–	0.26%	84
2024 Q4	$302K	Buy	+1,867	New	+$315K	0.26%	83

Other funds holding VOE

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Finward Bancorp's VOE Position: Q3 2026 in Review

Finward Bancorp reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 15% in Q3 2026, selling an estimated $59.5K and leaving 1,671 shares worth $327K. The position accounts for 0.24% of the portfolio, ranked #78.

Finward Bancorp first reported a position in VOE in Q4 2024 and has held it in 8 quarters since. The position peaked at $388K in Q2 2026. 767 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Finward Bancorp held 1,671 shares of Vanguard Morningstar Mid-Cap Value ETF worth $327K as of Q3 2026.
Finward Bancorp sold 291 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $59.5K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.24% of Finward Bancorp's portfolio in Q3 2026, its #78 holding.
Finward Bancorp first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Finward Bancorp's Vanguard Morningstar Mid-Cap Value ETF position peaked at $388K in Q2 2026.
767 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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