Waverly Advisors, LLC
Position in VEU — Vanguard FTSE All-World Ex-US ETF
CIK 1568787
BIRMINGHAM, AL
Position in VEU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$86,643,646
+$20,821,651 QoQ
Shares Held
1,034,551
+18.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#37
of 422 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VEU Over Time
Shares Held
Position Value (USD)
All Filings in VEU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,643,646 | 1,034,551 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $65,821,995 | 876,458 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,860,649 | 840,955 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $55,608,292 | 779,155 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,228,966 | 762,109 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $45,033,498 | 742,392 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,535,251 | 183,509 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,253,566 | 146,882 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,600,552 | 146,667 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,507,358 | 145,053 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $206,932 | 3,686 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||