Back to WA Waverly Advisors, LLC

VEAVEA
30 quarters

Position history for WAWaverly Advisors, LLC's holdings in VANGUARD FTSE DEVELOPED ETF

Waverly Advisors, LLC holds 1.4M shares of VEA (VANGUARD FTSE DEVELOPED ETF), worth $99.6M as of 2026-Q2. The position was decreased (-1.4% shares). VEA represents 0.6% of Waverly Advisors, LLC's portfolio.

Current Value

$99.6M

Current Shares

1.4M

Total Value Change

+$60.2M

Total Shares Change

+435,393

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.4M
-1.4%
$99.6M0.6%$71.25
0
2026-Q1
Decreased
1.4M
-0.1%
$90.8M0.7%$63.74
0
2025-Q4
Increased
1.4M
+10.8%
$88.6M0.7%$62.04
47
2025-Q3
Decreased
1.3M
-0.6%
$76.7M0.8%$58.52
0
2025-Q2
Decreased
1.3M
-1.8%
$73.4M0.8%$55.41
0
2025-Q1
Increased
1.3M
+40.4%
$66.6M0.8%$49.01
55
2024-Q4
Increased
933,535
+9.1%
$44.6M0.7%$45.90
45
2024-Q3
Increased
855,776
+1.8%
$45.2M0.8%$49.94
42
2024-Q2
Increased
840,589
+5.0%
$41.5M0.8%$46.93
43
2024-Q1
Increased
800,150
+21.2%
$40.1M0.9%$47.20
49
2023-Q4
Decreased
659,963
-63.9%
$31.6M1.2%$44.81
0
2023-Q3
Decreased
1.8M
-2.1%
$79.9M3.5%$40.37
0
2023-Q2
Decreased
1.9M
-3.1%
$86.2M3.8%$42.06
0
2023-Q1
Decreased
1.9M
-1.4%
$87M4.5%$40.76
0
2022-Q4
Decreased
2M
-3.5%
$82M4.6%$37.99
0
2022-Q3
Increased
2M
+3.2%
$73.6M5.2%$32.31
59
2022-Q2
Increased
2M
+4.5%
$80M7.3%$36.14
60
2022-Q1
Increased
1.9M
+2.3%
$90.1M7.6%$41.99
59
2021-Q4
Increased
1.8M
+9.5%
$90.2M7.8%$44.57
64
2021-Q3
Increased
1.7M
+5.2%
$87.7M7.5%$43.40
61
2021-Q2
Increased
1.6M
+4.6%
$84.2M7.8%$44.11
61
2021-Q1
Increased
1.5M
+5.2%
$79M7.8%$41.71
61
2020-Q4
Increased
1.4M
+3.5%
$71.5M7.5%$39.91
60
2020-Q3
Increased
1.4M
+2.1%
$55.2M7.4%$34.27
58
2020-Q2
Increased
1.4M
+7.6%
$57.5M7.5%$32.33
62
2020-Q1
Increased
1.3M
+16.5%
$42.5M7.2%$27.65
66
2019-Q4
Increased
1.1M
+4.6%
$48.3M6.4%$36.43
60
2019-Q3
Increased
1M
+6.0%
$43M6.2%$33.69
60
2019-Q2
Increased
987,682
+2.7%
$41.2M6.1%$34.11
58
2019-Q1
New
961,844
-
$39.3M6.1%$33.05
90

Other major holders of VEA: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used