Position history for Waverly Advisors, LLC's holdings in VANGUARD INDEX FDS
Waverly Advisors, LLC holds 736,666 shares of VUG (VANGUARD INDEX FDS), worth $359.4M as of 2025-Q4. The position was increased (++0.5% shares). VUG represents 2.9% of Waverly Advisors, LLC's portfolio.
Current Value
$359.4M
Current Shares
736,666
Total Value Change
+$128.1M
Total Shares Change
+118,244
Other major holders of VUG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 736,666 |
+0.5% |
| $359.4M |
| 2.9% |
| $491.69 |
53 |
| 2025-Q3 | Increased | 733,236 | +2.3% | $351.7M | 3.5% | $477.56 | 58 |
| 2025-Q2 | Increased | 716,569 | +5.9% | $314.1M | 3.4% | $434.99 | 60 |
| 2025-Q1 | Increased | 676,811 | +6.3% | $251M | 3.1% | $369.23 | 60 |
| 2024-Q4 | Increased | 636,852 | +3.7% | $261.4M | 4.0% | $412.31 | 59 |
| 2024-Q3 | Decreased | 614,221 | -0.7% | $235.8M | 4.4% | $380.10 | 0 |
| 2024-Q2 | Increased | 618,422 | +4.6% | $231.3M | 4.5% | $371.40 | 59 |