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VO
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
355,422
+3.5%
$102.1M0.8%$301.78
44
2025-Q4
Increased
343,322
+529.7%
$99.6M0.8%$292.92
68
2025-Q3
Decreased
54,522
-0.7%
$16M0.2%$292.00
0
2025-Q2
Increased
54,930
+1.4%
$15.4M0.2%$275.92
34
2025-Q1
Increased
54,186
+27.9%
$14M0.2%$254.23
42
2024-Q4
Increased
42,377
+19.8%
$11.2M0.2%$260.03
39
2024-Q3
Increased
35,361
+3.2%
$9.3M0.2%$257.97
34
2024-Q2
Increased
34,255
+18.6%
$8.3M0.2%$236.49
39

Other major holders of VO: WELLS FARGO & COMPANY/MN, JONES FINANCIAL COMPANIES LLLP

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