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
Other major holders of VEA: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Decreased |
| 1.4M |
-0.1% |
| $90.8M |
| 0.7% |
| $66.61 |
0 |
| 2025-Q4 | Increased | 1.4M | +10.8% | $88.6M | 0.7% | $62.79 | 47 |
| 2025-Q3 | Decreased | 1.3M | -0.6% | $76.7M | 0.8% | $58.72 | 0 |
| 2025-Q2 | Decreased | 1.3M | -1.8% | $73.4M | 0.8% | $55.62 | 0 |
| 2025-Q1 | Increased | 1.3M | +40.4% | $66.6M | 0.8% | $49.75 | 55 |
| 2024-Q4 | Increased | 933,535 | +9.1% | $44.6M | 0.7% | $46.21 | 45 |
| 2024-Q3 | Increased | 855,776 | +1.8% | $45.2M | 0.8% | $50.45 | 42 |
| 2024-Q2 | Increased | 840,589 | +5.0% | $41.5M | 0.8% | $46.93 | 43 |