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Waverly Advisors, LLC: VUG position timeline

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

Waverly Advisors, LLC held 4,770,796 VUG 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 4,770,796 shares
    Change vs previous 13F +3,997,702 shares

    2.39% of the 13F portfolio, value $410,956,377.

    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 773,094 shares
    Change vs previous 13F +36,428 shares

    2.53% of the 13F portfolio, value $337,679,828.

    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 736,666 shares
    Change vs previous 13F +3,430 shares

    2.91% of the 13F portfolio, value $359,390,264.

    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 733,236 shares
    Change vs previous 13F +16,667 shares

    3.51% of the 13F portfolio, value $351,667,095.

    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 716,569 shares
    Change vs previous 13F +39,758 shares

    3.45% of the 13F portfolio, value $314,143,776.

    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 676,811 shares
    Change vs previous 13F +39,959 shares

    3.06% of the 13F portfolio, value $250,974,912.

    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 636,852 shares
    Change vs previous 13F +22,631 shares

    4.05% of the 13F portfolio, value $261,389,397.

    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 614,221 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $235,817,851.

    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).