Back to Waverly Advisors, LLC

VTV
Showing 8 of 29 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
322,584
+7.1%
$63.3M0.5%$204.27
38
2025-Q4
Increased
301,211
+21.0%
$57.5M0.5%$192.37
42
2025-Q3
Decreased
248,979
-1.8%
$46.4M0.5%$184.80
0
2025-Q2
Decreased
253,530
-0.4%
$44.8M0.5%$173.92
0
2025-Q1
Decreased
254,543
-2.0%
$44M0.5%$168.17
0
2024-Q4
Decreased
259,673
-2.2%
$44M0.7%$165.34
0
2024-Q3
Decreased
265,432
-1.2%
$46.3M0.9%$169.26
0
2024-Q2
Decreased
268,724
-0.2%
$43.1M0.8%$155.27
0

Other major holders of VTV: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used