Back to WA Waverly Advisors, LLC
VTI30 quarters
Position history for WAWaverly Advisors, LLC's holdings in VANGUARD INDEX FDS
Yes. Waverly Advisors holds 599,991 shares of VTI, worth $222M, as of its Q2 2026 13F filing. It increased the position by 265,148 shares (+79.2%) from Q1 2026. Waverly Advisors has held VTI in every 13F on record since Q1 2019, 30 quarterly filings. VTI is 1.3% of Waverly Advisors' reported 13F portfolio.
Current Value
$222M
Current Shares
599,991
Total Value Change
+$218.9M
Total Shares Change
+578,245
Quarter-by-Quarter History
Other major holders of VTI: Rakuten Investment Management, Inc., VANGUARD GROUP INC