Position history for Waverly Advisors, LLC's holdings in VANGUARD INDEX FDS
Waverly Advisors, LLC holds 315,628 shares of VTI (VANGUARD INDEX FDS), worth $105.8M as of 2025-Q4. The position was increased (++20.8% shares). VTI represents 0.9% of Waverly Advisors, LLC's portfolio.
Current Value
$105.8M
Current Shares
315,628
Total Value Change
+$28.6M
Total Shares Change
+26,955
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 315,628 |
+20.8% |
| $105.8M |
| 0.9% |
| $337.85 |
50 |
| 2025-Q3 | Decreased | 261,198 | -4.5% | $85.7M | 0.9% | $326.17 | 0 |
| 2025-Q2 | Increased | 273,493 | +2.2% | $83.1M | 0.9% | $300.71 | 43 |
| 2025-Q1 | Increased | 267,536 | +8.2% | $73.5M | 0.9% | $271.08 | 45 |
| 2024-Q4 | Increased | 247,343 | +3.5% | $71.7M | 1.1% | $287.31 | 48 |
| 2024-Q3 | Decreased | 239,095 | -17.2% | $67.7M | 1.3% | $277.75 | 0 |
| 2024-Q2 | Increased | 288,673 | +0.5% | $77.2M | 1.5% | $262.63 | 47 |