Position history for Waverly Advisors, LLC's holdings in VANGUARD INDEX FDS
Waverly Advisors, LLC holds 773,094 shares of VUG (VANGUARD INDEX FDS), worth $337.7M as of 2026-Q1. The position was increased (+4.9% shares). VUG represents 2.5% of Waverly Advisors, LLC's portfolio.
Current Value
$337.7M
Current Shares
773,094
Total Value Change
+$106.4M
Total Shares Change
+154,672
Other major holders of VUG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 773,094 |
+4.9% |
| $337.7M |
| 2.5% |
| $459.35 |
56 |
| 2025-Q4 | 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 |