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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VT Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,537 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in VT as recently as Q3 2024.

Forvis Mazars Wealth Advisors first reported a position in VT in Q1 2023 and has held it in 7 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Forvis Mazars Wealth Advisors held 1,537 shares of Vanguard Total World Stock ETF worth $241K as of Q2 2026.
Vanguard Total World Stock ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #406 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 7 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.