Back to Waverly Advisors, LLC

VOE
Showing 8 of 29 quarters

Position history for Waverly Advisors, LLC's holdings in VANGUARD INDEX FDS

Waverly Advisors, LLC holds 529,934 shares of VOE (VANGUARD INDEX FDS), worth $97.7M as of 2026-Q1. The position was decreased (-2.3% shares). VOE represents 0.7% of Waverly Advisors, LLC's portfolio.

Current Value

$97.7M

Current Shares

529,934

Total Value Change

-$5.7M

Total Shares Change

-157,118

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
529,934
-2.3%
$97.7M0.7%$191.35
0
2025-Q4
Decreased
542,484
-5.0%
$96.2M0.8%$178.84
0
2025-Q3
Decreased
570,947
-2.9%
$99.7M1.0%$173.12
0
2025-Q2
Decreased
588,184
-3.9%
$96.7M1.1%$161.96
0
2025-Q1
Decreased
612,076
-3.2%
$98.3M1.2%$156.62
0
2024-Q4
Decreased
632,321
-3.7%
$102.3M1.6%$157.87
0
2024-Q3
Decreased
656,610
-4.4%
$110.1M2.0%$162.65
0
2024-Q2
Decreased
687,052
-6.4%
$103.4M2.0%$145.55
0

Other major holders of VOE: MORGAN STANLEY, ASSETMARK, INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used