Forvis Mazars Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6M	Buy	5,343 +81	+2%	+$25.3K	0.03%	168
2025 Q4	$1.66M	Sell	5,262 -158	-3%	-$49.3K	0.03%	168
2025 Q3	$1.67M	Sell	5,420 -50	-0.9%	-$14.8K	0.03%	168
2025 Q2	$1.56M	Buy	5,470 +98	+2%	+$25.8K	0.03%	174
2025 Q1	$1.38M	Buy	5,372 +112	+2%	+$30.3K	0.03%	180
2024 Q4	$1.42M	Buy	5,260 +33	+0.6%	+$8.94K	0.03%	187
2024 Q3	$1.38M	Hold	5,227	–	–	0.03%	192
2024 Q2	$1.3M	Hold	5,227	–	–	0.03%	190
2024 Q1	$1.25M	Sell	5,227 -66	-1%	-$15.1K	0.03%	196
2023 Q4	$1.15M	Sell	5,293 -99	-2%	-$20.2K	0.03%	192
2023 Q3	$1.06M	Buy	5,392 +855	+19%	+$174K	0.03%	199
2023 Q2	$920K	Sell	4,537 -237	-5%	-$45.4K	0.03%	225
2023 Q1	$892K	Hold	4,774	–	–	0.03%	213
2022 Q4	$832K	Sell	4,774 -30	-0.6%	-$5.26K	0.03%	214
2022 Q3	$786K	Buy	4,804 +150	+3%	+$27.3K	0.03%	213
2022 Q2	$802K	Buy	4,654 +319	+7%	+$59.9K	0.03%	208
2022 Q1	$904K	Hold	4,335	–	–	0.04%	148
2021 Q4	$958K	Hold	4,335	–	–	0.04%	142
2021 Q3	$871K	Sell	4,335 -60	-1%	-$12.4K	0.04%	139
2021 Q2	$882K	Hold	4,395	–	–	0.04%	137
2021 Q1	$814K	Hold	4,395	–	–	0.04%	143
2020 Q4	$772K	Hold	4,395	–	–	0.04%	171
2020 Q3	$688K	Sell	4,395 -443	-9%	-$68.3K	0.04%	164
2020 Q2	$692K	Sell	4,838 -61	-1%	-$8.25K	0.04%	161
2020 Q1	$580K	Sell	4,899 -39	-0.8%	-$5.48K	0.05%	154
2019 Q4	$730K	Hold	4,938	–	–	0.05%	145
2019 Q3	$673K	Sell	4,938 -10	-0.2%	-$1.36K	0.05%	134
2019 Q2	$667K	Hold	4,948	–	–	0.05%	132
2019 Q1	$642K	Buy	4,948 +449	+10%	+$56.1K	0.05%	136
2018 Q4	$517K	Hold	4,499	–	–	0.05%	135
2018 Q3	$601K	Hold	4,499	–	–	0.05%	130
2018 Q2	$561K	Hold	4,499	–	–	0.05%	134
2018 Q1	$545K	Buy	4,499 +169	+4%	+$21.2K	0.05%	131
2017 Q4	$531K	Buy	4,330 +815	+23%	+$97.4K	0.05%	142
2017 Q3	$406K	Hold	3,515	–	–	0.04%	150
2017 Q2	$390K	Hold	3,515	–	–	0.04%	154
2017 Q1	$380K	Hold	3,515	–	–	0.05%	147
2016 Q4	$360K	Hold	3,515	–	–	0.05%	142
2016 Q3	$349K	Hold	3,515	–	–	0.05%	133
2016 Q2	$337K	Hold	3,515	–	–	0.05%	133
2016 Q1	$330K	Hold	3,515	–	–	0.05%	133
2015 Q4	$329K	Hold	3,515	–	–	0.05%	141
2015 Q3	$309K	Hold	3,515	–	–	0.05%	136
2015 Q2	$333K	Hold	3,515	–	–	0.05%	134
2015 Q1	$335K	Hold	3,515	–	–	0.05%	137
2014 Q4	$332K	Buy	+3,515	New	+$324K	0.05%	120

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VV Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard Large-Cap ETF (VV) stake by 1.5% in Q1 2026, buying an estimated $25.3K and bringing the position to 5,343 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #168.

Forvis Mazars Wealth Advisors first reported a position in VV in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.67M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Forvis Mazars Wealth Advisors held 5,343 shares of Vanguard Large-Cap ETF worth $1.6M as of Q1 2026.
Forvis Mazars Wealth Advisors bought 81 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $25.3K.
Vanguard Large-Cap ETF made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #168 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2014 and has held it in 46 quarters since.
Forvis Mazars Wealth Advisors's Vanguard Large-Cap ETF position peaked at $1.67M in Q3 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.