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Position history for WAWaverly Advisors, LLC's holdings in VANGUARD RUSSELL 2000 ETF

Waverly Advisors, LLC holds 294,285 shares of VTWO (VANGUARD RUSSELL 2000 ETF), worth $35.7M as of 2026-Q2. The position was decreased (-7.2% shares). VTWO represents 0.2% of Waverly Advisors, LLC's portfolio.

Current Value

$35.7M

Current Shares

294,285

Total Value Change

+$22.8M

Total Shares Change

+149,405

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
294,285
-7.2%
$35.7M0.2%$121.42
0
2026-Q1
Increased
317,000
+16.7%
$31.8M0.2%$104.79
40
2025-Q4
Increased
271,716
+1.1%
$27M0.2%$100.25
35
2025-Q3
Increased
268,838
+1.9%
$26.3M0.3%$97.28
35
2025-Q2
Increased
263,818
+1.5%
$23M0.3%$86.43
35
2025-Q1
Increased
260,022
+19.9%
$21M0.3%$80.19
40
2024-Q4
Increased
216,878
+49.7%
$19.4M0.3%$88.04
47
2024-Q3
Increased
144,880
+0.1%
$12.9M0.2%$87.61
33

Other major holders of VTWO: BANK OF AMERICA CORP /DE/, Mirae Asset Global Investments Co., Ltd.

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