Position history for Waverly Advisors, LLC's holdings in VANGUARD INDEX FDS
Waverly Advisors, LLC holds 355,422 shares of VO (VANGUARD INDEX FDS), worth $102.1M as of 2026-Q1. The position was increased (+3.5% shares). VO represents 0.8% of Waverly Advisors, LLC's portfolio.
Current Value
$102.1M
Current Shares
355,422
Total Value Change
+$93.8M
Total Shares Change
+321,167
Other major holders of VO: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, WELLS FARGO & COMPANY/MN
Increased |
| 355,422 |
+3.5% |
| $102.1M |
| 0.8% |
| $301.78 |
44 |
| 2025-Q4 | Increased | 343,322 | +529.7% | $99.6M | 0.8% | $292.92 | 68 |
| 2025-Q3 | Decreased | 54,522 | -0.7% | $16M | 0.2% | $292.00 | 0 |
| 2025-Q2 | Increased | 54,930 | +1.4% | $15.4M | 0.2% | $275.92 | 34 |
| 2025-Q1 | Increased | 54,186 | +27.9% | $14M | 0.2% | $254.23 | 42 |
| 2024-Q4 | Increased | 42,377 | +19.8% | $11.2M | 0.2% | $260.03 | 39 |
| 2024-Q3 | Increased | 35,361 | +3.2% | $9.3M | 0.2% | $257.97 | 34 |
| 2024-Q2 | Increased | 34,255 | +18.6% | $8.3M | 0.2% | $236.49 | 39 |