Waverly Advisors, LLC

Position in BNDX — Vanguard Total International Bond ETF

CIK 1568787 BIRMINGHAM, AL

Position in BNDX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,132,324

+$633,741 QoQ

Shares Held

44,029

+41.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#127

of 291 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 11% Shared 0% None 89%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,132,324	44,029	+41.2%	Shares	Sole	2026-08-14
2026-03-31	$1,498,583	31,188	+110.5%	Shares	Sole	2026-05-15
2025-12-31	$715,764	14,813	+2.5%	Shares	Sole	2026-02-17
2025-09-30	$714,993	14,456	+1.0%	Shares	Sole	2025-11-14
2025-06-30	$708,389	14,308	-16.6%	Shares	Sole	2025-08-14
2025-03-31	$837,507	17,155	+2.0%	Shares	Sole	2025-05-15
2024-12-31	$825,119	16,822	-22.6%	Shares	Sole	2025-02-14
2024-09-30	$1,092,684	21,732	-0.3%	Shares	Sole	2024-11-14
2024-06-30	$1,060,665	21,793	-9.0%	Shares	Sole	2024-08-14
2024-03-31	$1,177,805	23,944	+5.9%	Shares	Sole	2024-05-15
2023-12-31	$1,116,453	22,614	-24.8%	Shares	Sole	2024-02-14
2023-09-30	$1,437,865	30,062	-8.2%	Shares	Sole	2023-11-14
2023-06-30	$1,599,891	32,731	-2.1%	Shares	Sole	2023-08-15
2023-03-31	$1,635,493	33,432	-53.7%	Shares	Sole	2023-05-16
2022-12-31	$3,421,410	72,136	+327.3%	Shares	Sole	2023-02-15
2022-09-30	$805,825	16,883	+109.6%	Shares	Sole	2022-11-15
2022-06-30	$399,094	8,056	-22.8%	Shares	Sole	2022-08-15
2022-03-31	$547,054	10,432	+186.9%	Shares	Sole	2022-05-17
2021-09-30	$207,106	3,636	0.0%	Shares	Sole	2021-11-15
2021-06-30	$207,615	3,636	0.0%	Shares	Sole	2021-08-17
2021-03-31	$207,688	3,636	0.0%	Shares	Sole	2021-05-24
2020-12-31	$212,887	3,636	0.0%	Shares	Sole	2021-02-16
2020-09-30	$211,578	3,636	0.0%	Shares	Sole	2020-11-02
2020-06-30	$209,906	3,636	0.0%	Shares	Sole	2020-08-17
2020-03-31	$204,561	3,636	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.