How many shares of VO does Waverly Advisors, LLC own?

As of 2026-Q2, Waverly Advisors, LLC holds 1.5M shares of VO (VANGUARD MID-CAP ETF).

What is Waverly Advisors, LLC's VO position worth?

As of 2026-Q2, Waverly Advisors, LLC's VO position is worth $123.9M.

In 2026-Q2, Waverly Advisors, LLC increased their VO position (+332.5% change in shares).

Based on available 13F filings, Waverly Advisors, LLC first reported a position in VO in 2019-Q1. They have held the position across 30 quarters.

Position history for WAWaverly Advisors, LLC's holdings in VANGUARD MID-CAP ETF

Current Value

$123.9M

Current Shares

1.5M

Total Value Change

+$120.2M

Total Shares Change

+1.5M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.5M	+332.5%	$123.9M	0.7%	$80.57	69
2026-Q1	Increased	355,422	+3.5%	$102.1M	0.8%	$71.57	44
2025-Q4	Increased	343,322	+529.7%	$99.6M	0.8%	$72.05	68
2025-Q3	Decreased	54,522	-0.7%	$16M	0.2%	$72.64	0
2025-Q2	Increased	54,930	+1.4%	$15.4M	0.2%	$68.96	34
2025-Q1	Increased	54,186	+27.9%	$14M	0.2%	$63.49	42
2024-Q4	Increased	42,377	+19.8%	$11.2M	0.2%	$64.55	39
2024-Q3	Increased	35,361	+3.2%	$9.3M	0.2%	$64.22	34
2024-Q2	Increased	34,255	+18.6%	$8.3M	0.2%	$58.71	39
2024-Q1	Increased	28,877	+10.6%	$7.2M	0.2%	$60.36	36
2023-Q4	Increased	26,114	+0.2%	$6.1M	0.2%	$55.98	32
2023-Q3	Increased	26,055	+3.7%	$5.4M	0.2%	$49.85	34
2023-Q2	Increased	25,120	+21.7%	$5.5M	0.2%	$52.51	39
2023-Q1	Decreased	20,636	-0.1%	$4.4M	0.2%	$50.12	0
2022-Q4	Increased	20,667	+1.9%	$4.2M	0.2%	$48.25	33
2022-Q3	Decreased	20,271	-10.0%	$3.8M	0.3%	$44.26	0
2022-Q2	Decreased	22,525	-0.1%	$4.4M	0.4%	$46.18	0
2022-Q1	Decreased	22,544	-0.2%	$5.4M	0.5%	$55.60	0
2021-Q4	Increased	22,585	+14.4%	$5.3M	0.5%	$59.37	37
2021-Q3	Increased	19,740	+1.3%	$5.1M	0.4%	$54.97	33
2021-Q2	Decreased	19,484	-1.1%	$4.8M	0.4%	$54.97	0
2021-Q1	Decreased	19,709	-7.0%	$4.5M	0.4%	$51.11	0
2020-Q4	Decreased	21,195	-1.9%	$4.7M	0.5%	$47.61	0
2020-Q3	Decreased	21,613	-0.8%	$3.8M	0.5%	$40.40	0
2020-Q2	Decreased	21,783	-1.7%	$3.9M	0.5%	$37.42	0
2020-Q1	Increased	22,160	+0.7%	$2.9M	0.5%	$29.93	32
2019-Q4	Decreased	22,003	-5.8%	$4M	0.5%	$40.31	0
2019-Q3	Increased	23,352	+0.2%	$3.9M	0.6%	$37.71	37
2019-Q2	Increased	23,314	+1.1%	$3.9M	0.6%	$37.49	38
2019-Q1	New	23,055	-	$3.7M	0.6%	$35.93	52