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Finward Bancorp’s Vanguard 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
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Finward Bancorp's VOE Position: Q2 2026 in Review

Finward Bancorp held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,962 shares worth $388K. The position accounts for 0.29% of the portfolio, ranked #71.

Finward Bancorp first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 308 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Finward Bancorp held 1,962 shares of Vanguard Mid-Cap Value ETF worth $388K as of Q2 2026.
  • Finward Bancorp left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.29% of Finward Bancorp's portfolio in Q2 2026, its #71 holding.
  • Finward Bancorp first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 308 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

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