Back to Waverly Advisors, LLC

VYM
Showing 8 of 14 quarters

Position history for Waverly Advisors, LLC's holdings in VANGUARD WHITEHALL FDS

Waverly Advisors, LLC holds 437,000 shares of VYM (VANGUARD WHITEHALL FDS), worth $64.7M as of 2026-Q1. The position was increased (+27.5% shares). VYM represents 0.5% of Waverly Advisors, LLC's portfolio.

Current Value

$64.7M

Current Shares

437,000

Total Value Change

+$27.8M

Total Shares Change

+125,996

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
437,000
+27.5%
$64.7M0.5%$153.28
44
2025-Q4
Decreased
342,801
-1.1%
$49.2M0.4%$144.55
0
2025-Q3
Increased
346,584
+2.2%
$48.9M0.5%$139.58
36
2025-Q2
Increased
339,085
+1.4%
$45.2M0.5%$130.86
35
2025-Q1
Increased
334,527
+2.5%
$43.1M0.5%$125.12
42
2024-Q4
Increased
326,486
+2.0%
$41.7M0.6%$124.08
42
2024-Q3
Increased
319,979
+2.9%
$41M0.8%$123.56
42
2024-Q2
Increased
311,004
+4.1%
$36.9M0.7%$113.94
43

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used