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
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

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VT Position: Q4 2024 in Review

Forvis Mazars Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q4 2024, closing a stake of 1,738 shares — an estimated $208K sold.

Forvis Mazars Wealth Advisors first reported a position in VT in Q1 2023 and held it in 6 quarters. The position peaked at $233K in Q1 2024. 1,014 funds tracked by Wall St. Rank hold VT as of Q4 2024.

Forvis Mazars Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q4 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 1,738 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $208K.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2023 and held it in 6 quarters.
Forvis Mazars Wealth Advisors's Vanguard Total World Stock ETF position peaked at $233K in Q1 2024.
1,014 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.