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VTIVTI
30 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
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
599,991
+79.2%
$222M1.3%$369.11
74
2026-Q1
Increased
334,843
+6.1%
$107.4M0.8%$319.08
45
2025-Q4
Increased
315,628
+20.8%
$105.8M0.9%$332.43
50
2025-Q3
Decreased
261,198
-4.5%
$85.7M0.9%$324.47
0
2025-Q2
Increased
273,493
+2.2%
$83.1M0.9%$299.67
43
2025-Q1
Increased
267,536
+8.2%
$73.5M0.9%$270.17
45
2024-Q4
Increased
247,343
+3.5%
$71.7M1.1%$283.89
48
2024-Q3
Decreased
239,095
-17.2%
$67.7M1.3%$276.48
0
2024-Q2
Increased
288,673
+0.5%
$77.2M1.5%$260.40
47
2024-Q1
Increased
287,149
+182.3%
$74.6M1.8%$252.10
75
2023-Q4
Increased
101,722
+12.4%
$24.1M0.9%$229.29
45
2023-Q3
Increased
90,507
+2.1%
$19.2M0.8%$204.43
41
2023-Q2
Increased
88,653
+47.3%
$19.5M0.9%$211.23
55
2023-Q1
Decreased
60,167
-0.3%
$12.3M0.6%$194.97
0
2022-Q4
Decreased
60,355
-1.1%
$11.5M0.6%$181.91
0
2022-Q3
Increased
61,053
+15.7%
$11M0.8%$169.94
45
2022-Q2
Increased
52,755
+11.0%
$10M0.9%$177.85
43
2022-Q1
Increased
47,519
+25.8%
$10.8M0.9%$213.81
48
2021-Q4
Increased
37,772
+0.3%
$8.4M0.7%$226.04
39
2021-Q3
Increased
37,655
+1.2%
$9M0.8%$207.15
39
2021-Q2
Increased
37,198
+0.5%
$8.6M0.8%$207.21
39
2021-Q1
Decreased
37,019
-9.7%
$8M0.8%$191.62
0
2020-Q4
Decreased
41,002
-4.2%
$8.5M0.9%$179.85
0
2020-Q3
Increased
42,794
+4.9%
$7.1M1.0%$156.73
40
2020-Q2
Decreased
40,787
-12.2%
$7M0.9%$143.46
0
2020-Q1
Increased
46,430
+115.9%
$6M1.0%$117.61
69
2019-Q4
Decreased
21,509
-2.7%
$3.7M0.5%$148.54
0
2019-Q3
Increased
22,105
+1.1%
$3.3M0.5%$136.35
32
2019-Q2
Increased
21,859
+0.5%
$3.3M0.5%$134.91
32
2019-Q1
First report
21,746
-
$3.1M0.5%$129.59
0

Other major holders of VTI: Rakuten Investment Management, Inc., VANGUARD GROUP INC

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