Waverly Advisors, LLC

Position in VB — VANGUARD SMALL-CAP INDEX FUND

CIK 1568787 BIRMINGHAM, AL

All Filings in VB

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,616,578	127,397	+0.6%	Shares	Sole	2026-08-14
2026-03-31	$33,183,954	126,695	+1.2%	Shares	Sole	2026-05-15
2025-12-31	$32,295,340	125,200	+183.3%	Shares	Sole	2026-02-17
2025-09-30	$11,239,430	44,201	+2.3%	Shares	Sole	2025-11-14
2025-06-30	$10,236,825	43,197	+3.3%	Shares	Sole	2025-08-14
2025-03-31	$9,276,024	41,831	+17.7%	Shares	Sole	2025-05-15
2024-12-31	$8,540,992	35,546	+2.2%	Shares	Sole	2025-02-14
2024-09-30	$8,253,010	34,792	-3.3%	Shares	Sole	2024-11-14
2024-06-30	$7,845,951	35,984	+14.8%	Shares	Sole	2024-08-14
2024-03-31	$7,167,210	31,354	+57.3%	Shares	Sole	2024-05-15
2023-12-31	$4,253,160	19,937	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$3,765,707	19,917	+1.3%	Shares	Sole	2023-11-14
2023-06-30	$3,912,365	19,671	+48.4%	Shares	Sole	2023-08-15
2023-03-31	$2,511,859	13,251	-0.9%	Shares	Sole	2023-05-16
2022-12-31	$2,453,746	13,369	+1.5%	Shares	Sole	2023-02-15
2022-09-30	$2,250,713	13,169	+3.9%	Shares	Sole	2022-11-15
2022-06-30	$2,231,665	12,672	+6.4%	Shares	Sole	2022-08-15
2022-03-31	$2,531,538	11,912	-1.8%	Shares	Sole	2022-05-17
2021-12-31	$2,742,405	12,134	+3.2%	Shares	Sole	2022-02-15
2021-09-30	$2,571,996	11,762	+1.4%	Shares	Sole	2021-11-15
2021-06-30	$2,613,698	11,602	-3.8%	Shares	Sole	2021-08-17
2021-03-31	$2,581,590	12,059	-8.8%	Shares	Sole	2021-05-24
2020-12-31	$2,574,058	13,222	-2.0%	Shares	Sole	2021-02-16
2020-09-30	$2,075,223	13,493	+2.1%	Shares	Sole	2020-11-02
2020-06-30	$1,925,835	13,216	-3.9%	Shares	Sole	2020-08-17
2020-03-31	$1,588,108	13,757	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.