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VOO
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
197,683
+2.2%
$118.1M0.9%$625.72
43
2025-Q4
Increased
193,364
+165.3%
$121.3M1.0%$631.72
68
2025-Q3
Increased
72,878
+1.2%
$44.6M0.4%$608.41
35
2025-Q2
Increased
72,041
+4.5%
$40.9M0.4%$562.00
36
2025-Q1
Increased
68,962
+15.9%
$35.4M0.4%$506.34
40
2024-Q4
Increased
59,501
+16.4%
$32.1M0.5%$534.42
40
2024-Q3
Decreased
51,107
-1.7%
$27M0.5%$517.34
0
2024-Q2
Increased
51,989
+20.3%
$26M0.5%$490.95
48

Other major holders of VOO: VANGUARD GROUP INC, Vanguard Global Advisers, LLC, CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM

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