Finward Bancorp’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Finward Bancorp’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Buy	3,535 +90	+3%	+$26K	0.82%	32
2026 Q1	$887K	Sell	3,445 -90	-3%	-$24.7K	0.71%	37
2025 Q4	$987K	Hold	3,535	–	–	0.77%	33
2025 Q3	$1.04M	Sell	3,535 -290	-8%	-$83.7K	0.79%	32
2025 Q2	$1.09M	Buy	3,825 +10	+0.3%	+$2.58K	0.86%	31
2025 Q1	$933K	Sell	3,815 -25	-0.7%	-$6.5K	0.81%	32
2024 Q4	$974K	Buy	+3,840	New	+$988K	0.84%	30

Other funds holding VOT

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

AWM

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Finward Bancorp's VOT Position: Q2 2026 in Review

Finward Bancorp increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.6% in Q2 2026, buying an estimated $26K and bringing the position to 3,535 shares worth $1.08M. The position accounts for 0.82% of the portfolio, ranked #32.

Finward Bancorp first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q2 2025. 255 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Finward Bancorp held 3,535 shares of Vanguard Mid-Cap Growth ETF worth $1.08M as of Q2 2026.
Finward Bancorp bought 90 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $26K.
Vanguard Mid-Cap Growth ETF made up 0.82% of Finward Bancorp's portfolio in Q2 2026, its #32 holding.
Finward Bancorp first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Finward Bancorp's Vanguard Mid-Cap Growth ETF position peaked at $1.09M in Q2 2025.
255 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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