Finward Bancorp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Finward Bancorp’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.05M	Sell	67,148 -3,630	-5%	-$318K	4.46%	5
2026 Q2	$6.1M	Buy	70,778 +650	+0.9%	+$54.7K	4.62%	5
2026 Q1	$5.11M	Sell	70,128 -2,580	-4%	-$201K	4.08%	5
2025 Q4	$5.91M	Sell	72,708 -1,680	-2%	-$136K	4.59%	5
2025 Q3	$5.95M	Sell	74,388 -6,480	-8%	-$495K	4.52%	5
2025 Q2	$5.91M	Sell	80,868 -12	-0%	-$790	4.67%	5
2025 Q1	$5M	Sell	80,880 -1,842	-2%	-$124K	4.33%	5
2024 Q4	$5.66M	Buy	+82,722	New	+$5.56M	4.91%	5

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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

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

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

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Finward Bancorp's VUG Position: Q3 2026 in Review

Finward Bancorp reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.1% in Q3 2026, selling an estimated $318K and leaving 67,148 shares worth $6.05M. The position accounts for 4.46% of the portfolio, ranked #5.

Finward Bancorp first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.1M in Q2 2026. 786 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Finward Bancorp held 67,148 shares of Vanguard Morningstar Growth ETF worth $6.05M as of Q3 2026.
Finward Bancorp sold 3,630 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $318K.
Vanguard Morningstar Growth ETF made up 4.46% of Finward Bancorp's portfolio in Q3 2026, its #5 holding.
Finward Bancorp first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
Finward Bancorp's Vanguard Morningstar Growth ETF position peaked at $6.1M in Q2 2026.
786 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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