How many shares of VUG does Waverly Advisors, LLC own?

As of 2026-Q2, Waverly Advisors, LLC holds 4.8M shares of VUG (VANGUARD GROWTH ETF).

What is Waverly Advisors, LLC's VUG position worth?

As of 2026-Q2, Waverly Advisors, LLC's VUG position is worth $411M.

In 2026-Q2, Waverly Advisors, LLC increased their VUG position (+517.1% change in shares).

Based on available 13F filings, Waverly Advisors, LLC first reported a position in VUG in 2019-Q1. They have held the position across 30 quarters.

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

Current Value

$411M

Current Shares

4.8M

Total Value Change

+$347.1M

Total Shares Change

+4.4M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4.8M	+517.1%	$411M	2.4%	$86.14	86
2026-Q1	Increased	773,094	+4.9%	$337.7M	2.5%	$72.72	56
2025-Q4	Increased	736,666	+0.5%	$359.4M	2.9%	$81.13	53
2025-Q3	Increased	733,236	+2.3%	$351.7M	3.5%	$79.68	58
2025-Q2	Increased	716,569	+5.9%	$314.1M	3.4%	$72.75	60
2025-Q1	Increased	676,811	+6.3%	$251M	3.1%	$61.47	60
2024-Q4	Increased	636,852	+3.7%	$261.4M	4.0%	$67.95	59
2024-Q3	Decreased	614,221	-0.7%	$235.8M	4.4%	$63.48	0
2024-Q2	Increased	618,422	+4.6%	$231.3M	4.5%	$61.76	59
2024-Q1	Increased	591,070	+1.8%	$203.4M	4.8%	$56.77	57
2023-Q4	Increased	580,403	+7.7%	$180.4M	6.8%	$51.21	64
2023-Q3	Increased	539,066	+3.0%	$146.8M	6.4%	$44.77	61
2023-Q2	Decreased	523,477	-0.2%	$148.1M	6.5%	$46.46	0
2023-Q1	Increased	524,525	+11.6%	$130.8M	6.8%	$40.89	65
2022-Q4	Decreased	469,846	-1.7%	$100.1M	5.6%	$34.87	0
2022-Q3	Increased	477,909	+0.9%	$102.2M	7.2%	$34.94	59
2022-Q2	Increased	473,855	+3.2%	$105.6M	9.7%	$36.33	60
2022-Q1	Increased	459,355	+1.8%	$132.1M	11.2%	$46.81	60
2021-Q4	Increased	451,355	+5.0%	$126.1M	10.9%	$52.17	62
2021-Q3	Increased	429,825	+3.8%	$135.7M	11.6%	$47.11	61
2021-Q2	Increased	414,214	+0.7%	$123.9M	11.4%	$46.51	59
2021-Q1	Decreased	411,335	-2.8%	$109.6M	10.8%	$41.63	0
2020-Q4	Increased	423,109	+1.3%	$113.2M	11.9%	$40.97	59
2020-Q3	Decreased	417,850	-2.5%	$92.2M	12.3%	$36.74	0
2020-Q2	Decreased	428,704	-1.6%	$95.8M	12.4%	$32.56	0
2020-Q1	Increased	435,872	+4.5%	$68.3M	11.5%	$25.19	60
2019-Q4	Decreased	417,011	-1.3%	$81.7M	10.7%	$29.21	0
2019-Q3	Increased	422,277	+3.4%	$70.2M	10.1%	$26.59	59
2019-Q2	Increased	408,427	+0.1%	$66.7M	9.9%	$26.07	57
2019-Q1	New	407,920	-	$63.8M	9.9%	$24.89	91