Position history for Waverly Advisors, LLC's holdings in VANGUARD GROUP
Waverly Advisors, LLC holds 1.2M shares of VIG (VANGUARD GROUP), worth $267.4M as of 2025-Q4. The position was increased (++30.5% shares). VIG represents 2.2% of Waverly Advisors, LLC's portfolio.
Current Value
$267.4M
Current Shares
1.2M
Total Value Change
+$122M
Total Shares Change
+420,243
Other major holders of VIG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.2M |
+30.5% |
| $267.4M |
| 2.2% |
| $221.47 |
67 |
| 2025-Q3 | Increased | 932,415 | +1.6% | $201.2M | 2.0% | $213.73 | 53 |
| 2025-Q2 | Increased | 917,465 | +3.0% | $187.8M | 2.1% | $201.40 | 54 |
| 2025-Q1 | Increased | 891,032 | +6.1% | $172.9M | 2.1% | $189.59 | 55 |
| 2024-Q4 | Increased | 840,124 | +3.7% | $164.5M | 2.5% | $192.48 | 54 |
| 2024-Q3 | Increased | 810,404 | +1.8% | $160.5M | 3.0% | $193.07 | 53 |
| 2024-Q2 | Increased | 796,369 | +3.3% | $145.4M | 2.9% | $177.90 | 54 |