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VEA
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Position history for Waverly Advisors, LLC's holdings in VANGUARD TAX-MANAGED FDS

Waverly Advisors, LLC holds 1.4M shares of VEA (VANGUARD TAX-MANAGED FDS), worth $90.8M as of 2026-Q1. The position was decreased (-0.1% shares). VEA represents 0.7% of Waverly Advisors, LLC's portfolio.

Current Value

$90.8M

Current Shares

1.4M

Total Value Change

+$49.3M

Total Shares Change

+576,348

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.4M
-0.1%
$90.8M0.7%$66.61
0
2025-Q4
Increased
1.4M
+10.8%
$88.6M0.7%$62.79
47
2025-Q3
Decreased
1.3M
-0.6%
$76.7M0.8%$58.72
0
2025-Q2
Decreased
1.3M
-1.8%
$73.4M0.8%$55.62
0
2025-Q1
Increased
1.3M
+40.4%
$66.6M0.8%$49.75
55
2024-Q4
Increased
933,535
+9.1%
$44.6M0.7%$46.21
45
2024-Q3
Increased
855,776
+1.8%
$45.2M0.8%$50.45
42
2024-Q2
Increased
840,589
+5.0%
$41.5M0.8%$46.93
43

Other major holders of VEA: BANK OF AMERICA CORP /DE/

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