Waverly Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1568787
BIRMINGHAM, AL
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,616,578
+$5,432,624 QoQ
Shares Held
127,397
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#60
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,616,578 | 127,397 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $33,183,954 | 126,695 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,295,340 | 125,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,239,430 | 44,201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,236,825 | 43,197 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,276,024 | 41,831 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,540,992 | 35,546 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,253,010 | 34,792 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,845,951 | 35,984 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,167,210 | 31,354 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,253,160 | 19,937 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,765,707 | 19,917 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,912,365 | 19,671 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,511,859 | 13,251 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,453,746 | 13,369 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,250,713 | 13,169 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,231,665 | 12,672 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,531,538 | 11,912 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,742,405 | 12,134 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,571,996 | 11,762 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,613,698 | 11,602 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,581,590 | 12,059 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,574,058 | 13,222 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,075,223 | 13,493 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,925,835 | 13,216 | 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. | ||||||