Back to WA Waverly Advisors, LLC

VGUSVGUS
3 quarters

Position history for WAWaverly Advisors, LLC's holdings in VANGUARD ULTRA-SHORT TREASURY ETF

Waverly Advisors, LLC holds 68,979 shares of VGUS (VANGUARD ULTRA-SHORT TREASURY ETF), worth $5.2M as of 2026-Q2. The position was increased (+31.1% shares). VGUS represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$5.2M

Current Shares

68,979

Total Value Change

+$3.1M

Total Shares Change

+40,930

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
68,979
+31.1%
$5.2M0.0%$75.21
34
2026-Q1
Increased
52,619
+87.6%
$4M0.0%$74.56
42
2025-Q4
New
28,049
-
$2.1M0.0%$73.96
36

Other major holders of VGUS: LPL Financial LLC, Lido Advisors, LLC, BANK OF AMERICA CORP /DE/

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