Waverly Advisors, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1568787
BIRMINGHAM, AL
Position in VEA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$99,553,136
+$8,755,814 QoQ
Shares Held
1,397,237
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#74
of 705 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,553,136 | 1,397,237 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $90,797,322 | 1,416,937 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $88,601,888 | 1,418,311 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $76,669,197 | 1,279,526 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $73,382,017 | 1,287,178 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $66,600,617 | 1,310,262 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,641,643 | 933,535 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $45,193,530 | 855,776 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,541,908 | 840,589 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $40,143,524 | 800,150 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $31,612,227 | 659,963 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $79,878,713 | 1,827,052 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $86,196,401 | 1,866,531 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $86,977,861 | 1,925,567 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $81,970,180 | 1,953,066 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $73,574,750 | 2,023,508 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $80,005,209 | 1,960,912 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $90,132,137 | 1,876,580 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $93,709,703 | 1,835,286 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $84,654,714 | 1,676,663 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $82,129,577 | 1,594,130 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $74,852,774 | 1,524,186 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $68,391,474 | 1,448,665 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $57,262,413 | 1,400,059 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $53,209,872 | 1,371,742 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $42,517,235 | 1,275,262 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||