Forvis Mazars Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$253K	Buy	1,601 +64	+4%	+$10.2K	﹤0.01%	397
2026 Q2	$241K	Buy	+1,537	New	+$235K	﹤0.01%	406
2024 Q4	–	Sell	-1,738	Closed	-$208K	–	434
2024 Q3	$208K	Buy	+1,738	New	+$200K	﹤0.01%	420
2024 Q2	–	Sell	-2,109	Closed	-$233K	–	414
2024 Q1	$233K	Buy	2,109 +24	+1%	+$2.54K	0.01%	374
2023 Q4	$215K	Sell	2,085 -221	-10%	-$21.3K	0.01%	371
2023 Q3	$215K	Buy	2,306 +4	+0.2%	+$388	0.01%	368
2023 Q2	$223K	Buy	2,302 +3	+0.1%	+$281	0.01%	390
2023 Q1	$212K	Buy	+2,299	New	+$208K	0.01%	386

Other funds holding VT

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VT Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 4.2% in Q3 2026, buying an estimated $10.2K and bringing the position to 1,601 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Forvis Mazars Wealth Advisors first reported a position in VT in Q1 2023 and has held it in 8 quarters since. 390 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Forvis Mazars Wealth Advisors held 1,601 shares of Vanguard Total World Stock ETF worth $253K as of Q3 2026.
Forvis Mazars Wealth Advisors bought 64 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $10.2K.
Vanguard Total World Stock ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #397 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 8 quarters since.
390 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.