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
Other major holders of VOE: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 529,934 |
-2.3% |
| $97.7M |
| 0.7% |
| $191.35 |
0 |
| 2025-Q4 | Decreased | 542,484 | -5.0% | $96.2M | 0.8% | $178.84 | 0 |
| 2025-Q3 | Decreased | 570,947 | -2.9% | $99.7M | 1.0% | $173.12 | 0 |
| 2025-Q2 | Decreased | 588,184 | -3.9% | $96.7M | 1.1% | $161.96 | 0 |
| 2025-Q1 | Decreased | 612,076 | -3.2% | $98.3M | 1.2% | $156.62 | 0 |
| 2024-Q4 | Decreased | 632,321 | -3.7% | $102.3M | 1.6% | $157.87 | 0 |
| 2024-Q3 | Decreased | 656,610 | -4.4% | $110.1M | 2.0% | $162.65 | 0 |
| 2024-Q2 | Decreased | 687,052 | -6.4% | $103.4M | 2.0% | $145.55 | 0 |