Back to WA Waverly Advisors, LLC

VSDMVSDM
3 quarters

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

Yes. Waverly Advisors holds 5,850 shares of VSDM, worth $448,286, as of its Q2 2026 13F filing. It increased the position by 10 shares (+0.2%) from Q1 2026. Waverly Advisors has held VSDM since Q4 2025, across 3 quarterly 13F filings.

Current Value

$448,286

Current Shares

5,850

Total Value Change

+$48,835

Total Shares Change

+625

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,850
+0.2%
$448,2860.0%$76.04
24
2026-Q1
Increased
5,840
+11.8%
$445,5340.0%$75.12
27
2025-Q4
New
5,225
-
$399,4510.0%$74.89
33

Other major holders of VSDM: JANE STREET GROUP, LLC, TRUIST FINANCIAL CORP, Quantinno Capital Management LP

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