How many shares of VTI does Waverly Advisors, LLC own?

As of 2026-Q2, Waverly Advisors, LLC holds 599,991 shares of VTI (VANGUARD TOTAL STOCK MARKET VIPERS).

What is Waverly Advisors, LLC's VTI position worth?

As of 2026-Q2, Waverly Advisors, LLC's VTI position is worth $222M.

In 2026-Q2, Waverly Advisors, LLC increased their VTI position (+79.2% change in shares).

Based on available 13F filings, Waverly Advisors, LLC first reported a position in VTI in 2019-Q1. They have held the position across 30 quarters.

Position history for WAWaverly Advisors, LLC's holdings in VANGUARD TOTAL STOCK MARKET VIPERS

Current Value

$222M

Current Shares

599,991

Total Value Change

+$218.9M

Total Shares Change

+578,245

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	599,991	+79.2%	$222M	1.3%	$370.04	74
2026-Q1	Increased	334,843	+6.1%	$107.4M	0.8%	$319.89	45
2025-Q4	Increased	315,628	+20.8%	$105.8M	0.9%	$333.26	50
2025-Q3	Decreased	261,198	-4.5%	$85.7M	0.9%	$325.28	0
2025-Q2	Increased	273,493	+2.2%	$83.1M	0.9%	$300.42	43
2025-Q1	Increased	267,536	+8.2%	$73.5M	0.9%	$270.85	45
2024-Q4	Increased	247,343	+3.5%	$71.7M	1.1%	$284.60	48
2024-Q3	Decreased	239,095	-17.2%	$67.7M	1.3%	$277.18	0
2024-Q2	Increased	288,673	+0.5%	$77.2M	1.5%	$262.63	47
2024-Q1	Increased	287,149	+182.3%	$74.6M	1.8%	$254.25	75
2023-Q4	Increased	101,722	+12.4%	$24.1M	0.9%	$231.25	45
2023-Q3	Increased	90,507	+2.1%	$19.2M	0.8%	$206.18	41
2023-Q2	Increased	88,653	+47.3%	$19.5M	0.9%	$211.77	55
2023-Q1	Decreased	60,167	-0.3%	$12.3M	0.6%	$195.47	0
2022-Q4	Decreased	60,355	-1.1%	$11.5M	0.6%	$183.47	0
2022-Q3	Increased	61,053	+15.7%	$11M	0.8%	$170.37	45
2022-Q2	Increased	52,755	+11.0%	$10M	0.9%	$178.30	43
2022-Q1	Increased	47,519	+25.8%	$10.8M	0.9%	$214.35	48
2021-Q4	Increased	37,772	+0.3%	$8.4M	0.7%	$226.61	39
2021-Q3	Increased	37,655	+1.2%	$9M	0.8%	$207.68	39
2021-Q2	Increased	37,198	+0.5%	$8.6M	0.8%	$207.73	39
2021-Q1	Decreased	37,019	-9.7%	$8M	0.8%	$192.11	0
2020-Q4	Decreased	41,002	-4.2%	$8.5M	0.9%	$180.30	0
2020-Q3	Increased	42,794	+4.9%	$7.1M	1.0%	$157.13	40
2020-Q2	Decreased	40,787	-12.2%	$7M	0.9%	$143.83	0
2020-Q1	Increased	46,430	+115.9%	$6M	1.0%	$117.91	69
2019-Q4	Decreased	21,509	-2.7%	$3.7M	0.5%	$149.42	0
2019-Q3	Increased	22,105	+1.1%	$3.3M	0.5%	$136.88	32
2019-Q2	Increased	21,859	+0.5%	$3.3M	0.5%	$136.06	32
2019-Q1	New	21,746	-	$3.1M	0.5%	$130.70	44