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VOOVOO
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Position history for WAWaverly Advisors, LLC's holdings in VANGUARD S&P 500 ETF

Waverly Advisors, LLC holds 232,429 shares of VOO (VANGUARD S&P 500 ETF), worth $159.6M as of 2026-Q2. The position was increased (+17.6% shares). VOO represents 0.9% of Waverly Advisors, LLC's portfolio.

Current Value

$159.6M

Current Shares

232,429

Total Value Change

+$132.7M

Total Shares Change

+181,322

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
232,429
+17.6%
$159.6M0.9%$686.81
50
2026-Q1
Increased
197,683
+2.2%
$118.1M0.9%$595.81
43
2025-Q4
Increased
193,364
+165.3%
$121.3M1.0%$623.34
68
2025-Q3
Increased
72,878
+1.2%
$44.6M0.4%$606.96
35
2025-Q2
Increased
72,041
+4.5%
$40.9M0.4%$561.40
36
2025-Q1
Increased
68,962
+15.9%
$35.4M0.4%$506.35
40
2024-Q4
Increased
59,501
+16.4%
$32.1M0.5%$529.05
40
2024-Q3
Decreased
51,107
-1.7%
$27M0.5%$516.46
0

Other major holders of VOO: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, Vanguard Global Advisers, LLC, VANGUARD GROUP INC

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