Position history for Waverly Advisors, LLC's holdings in VANGUARD INDEX FDS
Waverly Advisors, LLC holds 334,843 shares of VTI (VANGUARD INDEX FDS), worth $107.4M as of 2026-Q1. The position was increased (+6.1% shares). VTI represents 0.8% of Waverly Advisors, LLC's portfolio.
Current Value
$107.4M
Current Shares
334,843
Total Value Change
+$30.2M
Total Shares Change
+46,170
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 334,843 |
+6.1% |
| $107.4M |
| 0.8% |
| $335.73 |
45 |
| 2025-Q4 | 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 |