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Waverly Advisors, LLC: VTI position timeline

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

Waverly Advisors, LLC held 599,991 VTI 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 599,991 shares
    Change vs previous 13F +265,148 shares

    1.29% of the 13F portfolio, value $222,020,552.

    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 334,843 shares
    Change vs previous 13F +19,215 shares

    0.81% of the 13F portfolio, value $107,420,974.

    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 315,628 shares
    Change vs previous 13F +54,430 shares

    0.86% of the 13F portfolio, value $105,820,717.

    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 261,198 shares
    Change vs previous 13F -12,295 shares

    0.86% of the 13F portfolio, value $85,717,224.

    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 273,493 shares
    Change vs previous 13F +5,957 shares

    0.91% of the 13F portfolio, value $83,122,674.

    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 267,536 shares
    Change vs previous 13F +20,193 shares

    0.9% of the 13F portfolio, value $73,529,471.

    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 247,343 shares
    Change vs previous 13F +8,248 shares

    1.11% of the 13F portfolio, value $71,682,373.

    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 239,095 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $67,702,246.

    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).