Waverly Advisors, LLC
Position in VCRM — VANGUARD CORE TAX-EXEMPT BOND ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in VCRM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,637 | 9,223 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $693,108 | 9,223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,003,716 | 66,213 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,760,992 | 63,269 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,654,700 | 63,269 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,394,265 | 59,190 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||