Position history for Waverly Advisors, LLC's holdings in VANGUARD INDEX FDS
Waverly Advisors, LLC holds 240,640 shares of VOT (VANGUARD INDEX FDS), worth $61.9M as of 2026-Q1. The position was decreased (-3.4% shares). VOT represents 0.5% of Waverly Advisors, LLC's portfolio.
Current Value
$61.9M
Current Shares
240,640
Total Value Change
-$5.3M
Total Shares Change
-52,243
Other major holders of VOT: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 240,640 |
-3.4% |
| $61.9M |
| 0.5% |
| $274.95 |
0 |
| 2025-Q4 | Decreased | 249,113 | -1.8% | $69.5M | 0.6% | $282.13 | 0 |
| 2025-Q3 | Decreased | 253,586 | -1.5% | $74.5M | 0.7% | $292.78 | 0 |
| 2025-Q2 | Decreased | 257,449 | -3.3% | $73.2M | 0.8% | $281.02 | 0 |
| 2025-Q1 | Decreased | 266,358 | -2.8% | $65.2M | 0.8% | $242.97 | 0 |
| 2024-Q4 | Decreased | 274,029 | -3.1% | $69.5M | 1.1% | $253.44 | 0 |
| 2024-Q3 | Decreased | 282,814 | -3.4% | $68.9M | 1.3% | $240.83 | 0 |
| 2024-Q2 | Decreased | 292,883 | -6.3% | $67.2M | 1.3% | $227.25 | 0 |