Waverly Advisors, LLC
Position in VTHR — VANGUARD RUSSELL 3000 INDEX FUND
CIK 1568787
BIRMINGHAM, AL
All Filings in VTHR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VTHR | $2,566,562 | 8,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 VTHR | $2,681,346 | 8,928 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 VTHR | $2,626,806 | 8,925 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 VTHR | $2,434,293 | 8,925 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 VTHR | $2,202,333 | 8,925 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 VTHR | $2,318,179 | 8,925 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 VTHR | $2,264,004 | 8,925 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 VTHR | $2,138,430 | 8,925 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 VTHR | $2,079,168 | 8,925 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||