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Forvis Mazars Wealth Advisors, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forvis Mazars Wealth Advisors, LLC on VTI, newest first. How the timeline and the estimate are built.

Forvis Mazars Wealth Advisors, LLC held 5,150,299 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,150,299 shares
    Change vs previous 13F +86,962 shares

    31.66% of the 13F portfolio, value $1,927,447,809.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,063,337 shares
    Change vs previous 13F +64,420 shares

    31.29% of the 13F portfolio, value $1,873,637,206.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,998,917 shares
    Change vs previous 13F +146,480 shares

    30.44% of the 13F portfolio, value $1,603,702,491.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,852,437 shares
    Change vs previous 13F +142,074 shares

    30.72% of the 13F portfolio, value $1,626,876,486.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,710,363 shares
    Change vs previous 13F +82,937 shares

    30.7% of the 13F portfolio, value $1,545,800,446.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,627,426 shares
    Change vs previous 13F +168,669 shares

    30.34% of the 13F portfolio, value $1,406,414,302.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 4,458,757 shares
    Change vs previous 13F +229,327 shares

    29.39% of the 13F portfolio, value $1,225,444,639.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 4,229,430 shares
    Change vs previous 13F not available

    28.25% of the 13F portfolio, value $1,225,731,133.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).