Position history for Waverly Advisors, LLC's holdings in VANGUARD SCOTTSDALE FDS
Waverly Advisors, LLC holds 297,130 shares of VONE (VANGUARD SCOTTSDALE FDS), worth $87.7M as of 2026-Q1. The position was decreased (-0.6% shares). VONE represents 0.7% of Waverly Advisors, LLC's portfolio.
Current Value
$87.7M
Current Shares
297,130
Total Value Change
+$1.5M
Total Shares Change
-53,169
Other major holders of VONE: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |
| 2024-Q2 | Decreased | 350,299 | -0.2% | $86.2M | 1.7% | $241.71 | 0 |