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VIG
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Position history for Waverly Advisors, LLC's holdings in VANGUARD SPECIALIZED FUNDS

Waverly Advisors, LLC holds 1.3M shares of VIG (VANGUARD SPECIALIZED FUNDS), worth $269.7M as of 2026-Q1. The position was increased (+3.1% shares). VIG represents 2.0% of Waverly Advisors, LLC's portfolio.

Current Value

$269.7M

Current Shares

1.3M

Total Value Change

+$124.4M

Total Shares Change

+457,853

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+3.1%
$269.7M2.0%$225.18
54
2025-Q4
Increased
1.2M
+30.5%
$267.4M2.2%$221.47
67
2025-Q3
Increased
932,415
+1.6%
$201.2M2.0%$213.73
53
2025-Q2
Increased
917,465
+3.0%
$187.8M2.1%$201.40
54
2025-Q1
Increased
891,032
+6.1%
$172.9M2.1%$189.59
55
2024-Q4
Increased
840,124
+3.7%
$164.5M2.5%$192.48
54
2024-Q3
Increased
810,404
+1.8%
$160.5M3.0%$193.07
53
2024-Q2
Increased
796,369
+3.3%
$145.4M2.9%$177.90
54

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

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