Question 1

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

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 294,301 shares of VONE (VANGUARD SCOTTSDALE FDS).

Question 2

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

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's VONE position is worth $99.7M.

Question 3

Is Waverly Advisors, LLC buying or selling VONE?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC decreased their VONE position (-0.9% change in shares).

Question 4

When did Waverly Advisors, LLC first buy VONE?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in VONE in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	294,301	-0.9%	$99.7M	0.6%	$338.72	0
2026-Q1	Decreased	297,130	-0.6%	$87.7M	0.7%	$308.65	0
2025-Q4	Decreased	298,808	-0.3%	$92.3M	0.7%	$311.38	0
2025-Q3	Increased	299,696	+0.6%	$90.6M	0.9%	$300.73	42
2025-Q2	Increased	297,817	+0.0%	$83.6M	0.9%	$277.91	42
2025-Q1	Decreased	297,773	-1.2%	$75.6M	0.9%	$250.42	0
2024-Q4	Decreased	301,309	-2.3%	$80.4M	1.2%	$264.72	0
2024-Q3	Decreased	308,345	-12.0%	$80.2M	1.5%	$255.34	0

VONEShowing 8 of 30 quarters

VONE
Showing 8 of 30 quarters