Finward Bancorp’s Vanguard Morningstar 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 Q3	$967K	Sell	3,310 -225	-6%	-$67.4K	0.71%	33
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

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

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

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Finward Bancorp's VOT Position: Q3 2026 in Review

Finward Bancorp reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.4% in Q3 2026, selling an estimated $67.4K and leaving 3,310 shares worth $967K. The position accounts for 0.71% of the portfolio, ranked #33.

Finward Bancorp first reported a position in VOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q2 2025. 344 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Finward Bancorp held 3,310 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $967K as of Q3 2026.
Finward Bancorp sold 225 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $67.4K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.71% of Finward Bancorp's portfolio in Q3 2026, its #33 holding.
Finward Bancorp first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Finward Bancorp's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.09M in Q2 2025.
344 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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