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Waverly Advisors, LLC

Position in VXF — Vanguard Extended Market ETF

CIK 1568787 BIRMINGHAM, AL

Position in VXF

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$5,442,472
+$2,186,922 QoQ
Shares Held
22,105
+39.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#83
of 286 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in VXF Over Time

Shares Held

Position Value (USD)

All Filings in VXF

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,442,472 22,105
2026-03-31 $3,255,550 15,819
2025-12-31 $3,150,601 15,066
2025-09-30 $3,103,465 14,825
2025-06-30 $3,305,940 17,155
2025-03-31 $2,907,748 16,880
2024-12-31 $3,199,073 16,839
2024-09-30 $3,891,128 21,381
2024-06-30 $3,610,418 21,390
2024-03-31 $3,770,934 21,515