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Waverly Advisors, LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on VCIT, newest first. How the timeline and the estimate are built.

Waverly Advisors, LLC held 406,658 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 406,658 shares
    Change vs previous 13F +16,263 shares

    0.2% of the 13F portfolio, value $33,610,252.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 390,395 shares
    Change vs previous 13F -1,409 shares

    0.24% of the 13F portfolio, value $32,305,222.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 391,804 shares
    Change vs previous 13F -79,407 shares

    0.27% of the 13F portfolio, value $32,813,656.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 471,211 shares
    Change vs previous 13F +15,033 shares

    0.4% of the 13F portfolio, value $39,633,586.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 456,178 shares
    Change vs previous 13F +3,227 shares

    0.42% of the 13F portfolio, value $37,826,314.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 452,951 shares
    Change vs previous 13F +6,332 shares

    0.45% of the 13F portfolio, value $37,033,233.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 446,619 shares
    Change vs previous 13F +50,904 shares

    0.55% of the 13F portfolio, value $35,850,077.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 395,715 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $33,141,168.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).