Waverly Advisors, LLC
Position in VIOO — VANGUARD S&P SMALL-CAP 600 INDEX FUND
CIK 1568787
BIRMINGHAM, AL
All Filings in VIOO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VIOO | $1,549,401 | 13,493 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 VIOO | $1,447,029 | 13,041 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 VIOO | $1,333,925 | 12,075 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 VIOO | $1,222,352 | 12,075 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 VIOO | $1,148,275 | 11,898 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 VIOO | $1,259,967 | 11,882 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 VIOO | $1,285,394 | 11,882 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 VIOO | $1,166,931 | 11,882 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 VIOO | $1,206,023 | 11,882 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 VIOO | $1,170,243 | 11,798 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 VIOO | $1,031,145 | 11,798 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||