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VTI
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
334,843
+6.1%
$107.4M0.8%$335.73
45
2025-Q4
Increased
315,628
+20.8%
$105.8M0.9%$337.85
50
2025-Q3
Decreased
261,198
-4.5%
$85.7M0.9%$326.17
0
2025-Q2
Increased
273,493
+2.2%
$83.1M0.9%$300.71
43
2025-Q1
Increased
267,536
+8.2%
$73.5M0.9%$271.08
45
2024-Q4
Increased
247,343
+3.5%
$71.7M1.1%$287.31
48
2024-Q3
Decreased
239,095
-17.2%
$67.7M1.3%$277.75
0
2024-Q2
Increased
288,673
+0.5%
$77.2M1.5%$262.63
47

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

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