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VOT
Showing 8 of 29 quarters

Position history for Waverly Advisors, LLC's holdings in Vanguard Index Funds MCAP GR IDXVIP

Waverly Advisors, LLC holds 240,640 shares of VOT (Vanguard Index Funds MCAP GR IDXVIP), 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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
240,640
-3.4%
$61.9M0.5%$274.95
0
2025-Q4
Decreased
249,113
-1.8%
$69.5M0.6%$282.13
0
2025-Q3
Decreased
253,586
-1.5%
$74.5M0.7%$292.78
0
2025-Q2
Decreased
257,449
-3.3%
$73.2M0.8%$281.02
0
2025-Q1
Decreased
266,358
-2.8%
$65.2M0.8%$242.97
0
2024-Q4
Decreased
274,029
-3.1%
$69.5M1.1%$253.44
0
2024-Q3
Decreased
282,814
-3.4%
$68.9M1.3%$240.83
0
2024-Q2
Decreased
292,883
-6.3%
$67.2M1.3%$227.25
0

Other major holders of VOT: MORGAN STANLEY, ROYAL BANK OF CANADA

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