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VONE
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
297,130
-0.6%
$87.7M0.7%$308.65
0
2025-Q4
Decreased
298,808
-0.3%
$92.3M0.7%$311.38
0
2025-Q3
Increased
299,696
+0.6%
$90.6M0.9%$300.73
42
2025-Q2
Increased
297,817
+0.0%
$83.6M0.9%$277.91
42
2025-Q1
Decreased
297,773
-1.2%
$75.6M0.9%$250.42
0
2024-Q4
Decreased
301,309
-2.3%
$80.4M1.2%$264.72
0
2024-Q3
Decreased
308,345
-12.0%
$80.2M1.5%$255.34
0
2024-Q2
Decreased
350,299
-0.2%
$86.2M1.7%$241.71
0

Other major holders of VONE: MORGAN STANLEY, AMERIPRISE FINANCIAL INC

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