Position history for Waverly Advisors, LLC's holdings in VANGUARD INDEX FDS
Waverly Advisors, LLC holds 322,584 shares of VTV (VANGUARD INDEX FDS), worth $63.3M as of 2026-Q1. The position was increased (+7.1% shares). VTV represents 0.5% of Waverly Advisors, LLC's portfolio.
Current Value
$63.3M
Current Shares
322,584
Total Value Change
+$20.2M
Total Shares Change
+53,860
Other major holders of VTV: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 322,584 |
+7.1% |
| $63.3M |
| 0.5% |
| $204.27 |
38 |
| 2025-Q4 | Increased | 301,211 | +21.0% | $57.5M | 0.5% | $192.37 | 42 |
| 2025-Q3 | Decreased | 248,979 | -1.8% | $46.4M | 0.5% | $184.80 | 0 |
| 2025-Q2 | Decreased | 253,530 | -0.4% | $44.8M | 0.5% | $173.92 | 0 |
| 2025-Q1 | Decreased | 254,543 | -2.0% | $44M | 0.5% | $168.17 | 0 |
| 2024-Q4 | Decreased | 259,673 | -2.2% | $44M | 0.7% | $165.34 | 0 |
| 2024-Q3 | Decreased | 265,432 | -1.2% | $46.3M | 0.9% | $169.26 | 0 |
| 2024-Q2 | Decreased | 268,724 | -0.2% | $43.1M | 0.8% | $155.27 | 0 |