Forvis Mazars Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.6B | Buy |
4,998,917
+146,480
| +3% | +$49.1M | 30.44% | 1 |
|
|
2025
Q4 | $1.63B | Buy |
4,852,437
+142,074
| +3% | +$47.3M | 30.72% | 1 |
|
|
2025
Q3 | $1.55B | Buy |
4,710,363
+82,937
| +2% | +$26.2M | 30.7% | 1 |
|
|
2025
Q2 | $1.41B | Buy |
4,627,426
+168,669
| +4% | +$47.4M | 30.34% | 1 |
|
|
2025
Q1 | $1.23B | Buy |
4,458,757
+229,327
| +5% | +$66.6M | 29.39% | 1 |
|
|
2024
Q4 | $1.23B | Buy |
4,229,430
+274,055
| +7% | +$80M | 28.25% | 1 |
|
|
2024
Q3 | $1.12B | Buy |
3,955,375
+120,771
| +3% | +$32.9M | 25.74% | 1 |
|
|
2024
Q2 | $1.03B | Buy |
3,834,604
+76,063
| +2% | +$19.7M | 25.6% | 1 |
|
|
2024
Q1 | $977M | Buy |
3,758,541
+20,791
| +0.6% | +$5.14M | 24.82% | 1 |
|
|
2023
Q4 | $887M | Buy |
3,737,750
+44,294
| +1% | +$9.79M | 24.69% | 1 |
|
|
2023
Q3 | $785M | Buy |
3,693,456
+52,031
| +1% | +$11.5M | 23.67% | 1 |
|
|
2023
Q2 | $802M | Buy |
3,641,425
+14,740
| +0.4% | +$3.07M | 23.5% | 1 |
|
|
2023
Q1 | $740M | Sell |
3,626,685
-93,248
| -3% | -$18.7M | 24.23% | 1 |
|
|
2022
Q4 | $711M | Sell |
3,719,933
-17,082
| -0.5% | -$3.29M | 24.86% | 1 |
|
|
2022
Q3 | $671M | Buy |
3,737,015
+115,297
| +3% | +$23M | 27.07% | 1 |
|
|
2022
Q2 | $683M | Buy |
3,621,718
+179,412
| +5% | +$36.9M | 27.64% | 1 |
|
|
2022
Q1 | $784M | Buy |
3,442,306
+71,046
| +2% | +$16M | 33.2% | 1 |
|
|
2021
Q4 | $814M | Buy |
3,371,260
+50,284
| +2% | +$11.9M | 34.24% | 1 |
|
|
2021
Q3 | $737M | Buy |
3,320,976
+21,016
| +0.6% | +$4.79M | 33.89% | 1 |
|
|
2021
Q2 | $735M | Buy |
3,299,960
+34,917
| +1% | +$7.58M | 34.22% | 1 |
|
|
2021
Q1 | $675M | Buy |
3,265,043
+94,500
| +3% | +$19.1M | 33.52% | 1 |
|
|
2020
Q4 | $617M | Buy |
3,170,543
+92,098
| +3% | +$16.8M | 30.91% | 1 |
|
|
2020
Q3 | $524M | Buy |
3,078,445
+71,017
| +2% | +$11.9M | 30.53% | 1 |
|
|
2020
Q2 | $471M | Buy |
3,007,428
+249,069
| +9% | +$36.7M | 30.49% | 1 |
|
|
2020
Q1 | $356M | Buy |
2,758,359
+332,824
| +14% | +$51.5M | 29.16% | 1 |
|
|
2019
Q4 | $397M | Buy |
2,425,535
+52,693
| +2% | +$8.26M | 28.59% | 1 |
|
|
2019
Q3 | $358M | Sell |
2,372,842
-2,150
| -0.1% | -$324K | 28.66% | 1 |
|
|
2019
Q2 | $356M | Sell |
2,374,992
-42
| -0% | -$6.19K | 28.89% | 1 |
|
|
2019
Q1 | $344M | Buy |
2,375,034
+12,300
| +0.5% | +$1.72M | 28.52% | 1 |
|
|
2018
Q4 | $302M | Buy |
2,362,734
+69,630
| +3% | +$9.61M | 30.83% | 1 |
|
|
2018
Q3 | $343M | Buy |
2,293,104
+25,033
| +1% | +$3.68M | 30.07% | 1 |
|
|
2018
Q2 | $319M | Buy |
2,268,071
+83,375
| +4% | +$11.6M | 30.94% | 1 |
|
|
2018
Q1 | $297M | Sell |
2,184,696
-13,341
| -0.6% | -$1.87M | 29.72% | 1 |
|
|
2017
Q4 | $302M | Buy |
2,198,037
+53,406
| +2% | +$7.15M | 30.17% | 1 |
|
|
2017
Q3 | $278M | Buy |
2,144,631
+40,388
| +2% | +$5.11M | 30.56% | 1 |
|
|
2017
Q2 | $262M | Buy |
2,104,243
+41,143
| +2% | +$5.07M | 29.69% | 1 |
|
|
2017
Q1 | $250M | Buy |
2,063,100
+76,167
| +4% | +$9.12M | 30.56% | 1 |
|
|
2016
Q4 | $229M | Buy |
1,986,933
+151,473
| +8% | +$17M | 29.96% | 1 |
|
|
2016
Q3 | $204M | Buy |
1,835,460
+365,520
| +25% | +$40.5M | 28.45% | 1 |
|
|
2016
Q2 | $158M | Buy |
1,469,940
+456,191
| +45% | +$48.3M | 23.41% | 1 |
|
|
2016
Q1 | $106M | Buy |
1,013,749
+104,910
| +12% | +$10.4M | 16.96% | 1 |
|
|
2015
Q4 | $94.8M | Buy |
908,839
+112,371
| +14% | +$11.8M | 14.26% | 1 |
|
|
2015
Q3 | $78.6M | Buy |
796,468
+160,689
| +25% | +$16.9M | 13.84% | 2 |
|
|
2015
Q2 | $68M | Buy |
635,779
+30,874
| +5% | +$3.37M | 10.2% | 2 |
|
|
2015
Q1 | $64.9M | Buy |
604,905
+123,573
| +26% | +$13.2M | 9.39% | 2 |
|
|
2014
Q4 | $51M | Buy |
481,332
+43,913
| +10% | +$4.54M | 8.35% | 2 |
|
|
2014
Q3 | $44.3M | Buy |
437,419
+49,860
| +13% | +$5.1M | 7.65% | 2 |
|
|
2014
Q2 | $39.4M | Buy |
387,559
+86,809
| +29% | +$8.56M | 6.72% | 4 |
|
|
2014
Q1 | $29.3M | Buy |
300,750
+53,745
| +22% | +$5.15M | 5.18% | 5 |
|
|
2013
Q4 | $23.7M | Buy |
247,005
+36,534
| +17% | +$3.36M | 4.39% | 6 |
|
|
2013
Q3 | $18.4M | Buy |
+210,471
| New | +$18.3M | 3.78% | 7 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
Forvis Mazars Wealth Advisors's VTI Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 3% in Q1 2026, buying an estimated $49.1M and bringing the position to 4,998,917 shares worth $1.6B. The position accounts for 30.44% of the portfolio, ranked #1.
Forvis Mazars Wealth Advisors first reported a position in VTI in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.63B in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.
- Forvis Mazars Wealth Advisors held 4,998,917 shares of Vanguard Total Stock Market ETF worth $1.6B as of Q1 2026.
- Forvis Mazars Wealth Advisors bought 146,480 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $49.1M.
- Vanguard Total Stock Market ETF made up 30.44% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #1 holding.
- Forvis Mazars Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2013 and has held it in 51 quarters since.
- Forvis Mazars Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $1.63B in Q4 2025.
- 3,556 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.