Position history for Waverly Advisors, LLC's holdings in VANGUARD INDEX FDS
Waverly Advisors, LLC holds 197,683 shares of VOO (VANGUARD INDEX FDS), worth $118.1M as of 2026-Q1. The position was increased (+2.2% shares). VOO represents 0.9% of Waverly Advisors, LLC's portfolio.
Current Value
$118.1M
Current Shares
197,683
Total Value Change
+$92.1M
Total Shares Change
+145,694
Other major holders of VOO: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 197,683 |
+2.2% |
| $118.1M |
| 0.9% |
| $625.72 |
43 |
| 2025-Q4 | Increased | 193,364 | +165.3% | $121.3M | 1.0% | $631.72 | 68 |
| 2025-Q3 | Increased | 72,878 | +1.2% | $44.6M | 0.4% | $608.41 | 35 |
| 2025-Q2 | Increased | 72,041 | +4.5% | $40.9M | 0.4% | $562.00 | 36 |
| 2025-Q1 | Increased | 68,962 | +15.9% | $35.4M | 0.4% | $506.34 | 40 |
| 2024-Q4 | Increased | 59,501 | +16.4% | $32.1M | 0.5% | $534.42 | 40 |
| 2024-Q3 | Decreased | 51,107 | -1.7% | $27M | 0.5% | $517.34 | 0 |
| 2024-Q2 | Increased | 51,989 | +20.3% | $26M | 0.5% | $490.95 | 48 |