Back to WA Waverly Advisors, LLC

VIGVIG
Showing 8 of 24 quarters

Position history for WAWaverly Advisors, LLC's holdings in VANGUARD DIVIDEND APPRECIATION ETF ETF

Waverly Advisors, LLC holds 1.4M shares of VIG (VANGUARD DIVIDEND APPRECIATION ETF ETF), worth $324.5M as of 2026-Q2. The position was increased (+9.3% shares). VIG represents 1.9% of Waverly Advisors, LLC's portfolio.

Current Value

$324.5M

Current Shares

1.4M

Total Value Change

+$164M

Total Shares Change

+560,917

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+9.3%
$324.5M1.9%$236.62
53
2026-Q1
Increased
1.3M
+3.1%
$269.7M2.0%$214.15
54
2025-Q4
Increased
1.2M
+30.5%
$267.4M2.2%$218.00
67
2025-Q3
Increased
932,415
+1.6%
$201.2M2.0%$213.18
53
2025-Q2
Increased
917,465
+3.0%
$187.8M2.1%$201.38
54
2025-Q1
Increased
891,032
+6.1%
$172.9M2.1%$190.06
55
2024-Q4
Increased
840,124
+3.7%
$164.5M2.5%$190.94
54
2024-Q3
Increased
810,404
+1.8%
$160.5M3.0%$192.26
53

Other major holders of VIG: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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