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
Other major holders of VYM: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 437,000 |
+27.5% |
| $64.7M |
| 0.5% |
| $153.28 |
44 |
| 2025-Q4 | Decreased | 342,801 | -1.1% | $49.2M | 0.4% | $144.55 | 0 |
| 2025-Q3 | Increased | 346,584 | +2.2% | $48.9M | 0.5% | $139.58 | 36 |
| 2025-Q2 | Increased | 339,085 | +1.4% | $45.2M | 0.5% | $130.86 | 35 |
| 2025-Q1 | Increased | 334,527 | +2.5% | $43.1M | 0.5% | $125.12 | 42 |
| 2024-Q4 | Increased | 326,486 | +2.0% | $41.7M | 0.6% | $124.08 | 42 |
| 2024-Q3 | Increased | 319,979 | +2.9% | $41M | 0.8% | $123.56 | 42 |
| 2024-Q2 | Increased | 311,004 | +4.1% | $36.9M | 0.7% | $113.94 | 43 |