Does Waverly Advisors own VTV stock?

Yes. As of its Q2 2026 13F, Waverly Advisors holds 298,743 shares of VTV, worth $65.1M.

How many shares of VTV does Waverly Advisors own?

As of its Q2 2026 13F, Waverly Advisors holds 298,743 shares of VTV.

As of its Q2 2026 13F, Waverly Advisors' VTV position is worth $65.1M.

In Q2 2026, Waverly Advisors reduced its VTV position by 23,841 shares (-7.4%).

Waverly Advisors already held VTV in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Position history for WAWaverly Advisors, LLC's holdings in VANGUARD INDEX FDS

Current Value

$65.1M

Current Shares

298,743

Total Value Change

+$53.6M

Total Shares Change

+191,738

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	298,743	-7.4%	$65.1M	0.4%	$216.93	0
2026-Q1	Increased	322,584	+7.1%	$63.3M	0.5%	$194.34	38
2025-Q4	Increased	301,211	+21.0%	$57.5M	0.5%	$188.14	42
2025-Q3	Decreased	248,979	-1.8%	$46.4M	0.5%	$182.76	0
2025-Q2	Decreased	253,530	-0.4%	$44.8M	0.5%	$172.33	0
2025-Q1	Decreased	254,543	-2.0%	$44M	0.5%	$167.51	0
2024-Q4	Decreased	259,673	-2.2%	$44M	0.7%	$163.22	0
2024-Q3	Decreased	265,432	-1.2%	$46.3M	0.9%	$167.33	0
2024-Q2	Decreased	268,724	-0.2%	$43.1M	0.8%	$152.95	0
2024-Q1	Decreased	269,147	-5.7%	$43.8M	1.0%	$154.30	0
2023-Q4	Decreased	285,494	-4.3%	$42.7M	1.6%	$140.76	0
2023-Q3	Decreased	298,235	-10.4%	$41.1M	1.8%	$128.96	0
2023-Q2	Decreased	332,925	-4.3%	$47.3M	2.1%	$132.02	0
2023-Q1	Decreased	347,981	-0.6%	$48.1M	2.5%	$127.48	0
2022-Q4	Increased	349,931	+20.5%	$49.1M	2.7%	$128.77	60
2022-Q3	Increased	290,499	+19.3%	$35.9M	2.5%	$112.44	59
2022-Q2	Increased	243,416	+1.4%	$32.1M	2.9%	$119.29	50
2022-Q1	Increased	240,017	+3.7%	$35.5M	3.0%	$132.82	52
2021-Q4	Increased	231,455	+8.9%	$33.7M	2.9%	$131.51	54
2021-Q3	Increased	212,507	+6.3%	$30.8M	2.6%	$120.27	53
2021-Q2	Increased	199,896	+6.7%	$28.4M	2.6%	$121.41	53
2021-Q1	Increased	187,368	+11.7%	$26M	2.6%	$115.48	55
2020-Q4	Increased	167,738	+8.3%	$20.8M	2.2%	$103.93	53
2020-Q3	Increased	154,952	+3.5%	$15.9M	2.1%	$90.70	50
2020-Q2	Increased	149,779	+7.4%	$16M	2.1%	$85.82	52
2020-Q1	Increased	139,494	+10.0%	$12.4M	2.1%	$76.15	53
2019-Q4	Increased	126,794	+5.4%	$15.3M	2.0%	$101.56	51
2019-Q3	Increased	120,249	+8.5%	$13.4M	1.9%	$93.88	48
2019-Q2	Increased	110,837	+3.6%	$12.3M	1.8%	$92.75	46
2019-Q1	First report	107,005	-	$11.5M	1.8%	$89.43	0

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