Waverly Advisors, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1568787 BIRMINGHAM, AL

Position in VIG

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

Position Value

$324,481,975

+$54,748,992 QoQ

Shares Held

1,371,321

+9.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

4.28%

of 13F equity value

Holder Rank

#16

of 591 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 20% Shared 0% None 80%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,481,975	1,371,321	+9.3%	Shares	Sole	2026-08-14
2026-03-31	$269,732,983	1,254,222	+3.1%	Shares	Sole	2026-05-15
2025-12-31	$267,386,985	1,216,612	+30.5%	Shares	Sole	2026-02-17
2025-09-30	$201,205,832	932,415	+1.6%	Shares	Sole	2025-11-14
2025-06-30	$187,777,561	917,465	+3.0%	Shares	Sole	2025-08-14
2025-03-31	$172,851,297	891,032	+6.1%	Shares	Sole	2025-05-15
2024-12-31	$164,521,482	840,124	+3.7%	Shares	Sole	2025-02-14
2024-09-30	$160,508,616	810,404	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$145,377,160	796,369	+3.3%	Shares	Sole	2024-08-14
2024-03-31	$140,756,335	770,803	+37.9%	Shares	Sole	2024-05-15
2023-12-31	$95,252,236	558,992	+13.3%	Shares	Sole	2024-02-14
2023-09-30	$76,678,476	493,490	+5.4%	Shares	Sole	2023-11-14
2023-06-30	$76,082,861	468,404	+23.7%	Shares	Sole	2023-08-15
2023-03-31	$58,312,652	378,629	+15.6%	Shares	Sole	2023-05-16
2022-12-31	$49,742,263	327,575	+2.9%	Shares	Sole	2023-02-15
2022-09-30	$43,023,590	318,316	+10492.9%	Shares	Sole	2022-11-15
2022-03-31	$487,290	3,005	0.0%	Shares	Sole	2022-05-17
2021-12-31	$516,108	3,005	+0.4%	Shares	Sole	2022-02-15
2021-09-30	$459,724	2,993	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$461,428	2,981	+51.0%	Shares	Sole	2021-08-17
2021-03-31	$290,335	1,974	-55.7%	Shares	Sole	2021-05-24
2020-03-31	$460,395	4,453	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.