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Waverly Advisors, LLC: VTWO position timeline

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

Waverly Advisors, LLC held 294,285 VTWO 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 294,285 shares
    Change vs previous 13F -22,715 shares

    0.21% of the 13F portfolio, value $35,732,108.

    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 317,000 shares
    Change vs previous 13F +45,284 shares

    0.24% of the 13F portfolio, value $31,753,924.

    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 271,716 shares
    Change vs previous 13F +2,878 shares

    0.22% of the 13F portfolio, value $27,041,193.

    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 268,838 shares
    Change vs previous 13F +5,020 shares

    0.26% of the 13F portfolio, value $26,297,737.

    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 263,818 shares
    Change vs previous 13F +3,796 shares

    0.25% of the 13F portfolio, value $23,010,177.

    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 260,022 shares
    Change vs previous 13F +43,144 shares

    0.26% of the 13F portfolio, value $20,970,743.

    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 216,878 shares
    Change vs previous 13F +71,998 shares

    0.3% of the 13F portfolio, value $19,373,731.

    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 144,880 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $12,946,478.

    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).