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VOOVOO
Showing 8 of 30 quarters

Position history for WAWaverly Advisors, LLC's holdings in VANGUARD INDEX FDS

Yes. Waverly Advisors holds 232,429 shares of VOO, worth $159.6M, as of its Q2 2026 13F filing. It increased the position by 34,746 shares (+17.6%) from Q1 2026. Waverly Advisors has held VOO in every 13F on record since Q1 2019, 30 quarterly filings. VOO is 0.9% of Waverly Advisors' reported 13F 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%$685.05
50
2026-Q1
Increased
197,683
+2.2%
$118.1M0.9%$594.29
43
2025-Q4
Increased
193,364
+165.3%
$121.3M1.0%$621.74
68
2025-Q3
Increased
72,878
+1.2%
$44.6M0.4%$605.41
35
2025-Q2
Increased
72,041
+4.5%
$40.9M0.4%$559.96
36
2025-Q1
Increased
68,962
+15.9%
$35.4M0.4%$505.05
40
2024-Q4
Increased
59,501
+16.4%
$32.1M0.5%$527.69
40
2024-Q3
Decreased
51,107
-1.7%
$27M0.5%$515.13
0

Other major holders of VOO: Vanguard Global Advisers, LLC, VANGUARD GROUP INC, RAYMOND JAMES FINANCIAL INC

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