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
Other major holders of VIG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.3M |
+3.1% |
| $269.7M |
| 2.0% |
| $225.18 |
54 |
| 2025-Q4 | 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 |