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Waverly Advisors, LLC: VXUS position timeline

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

Waverly Advisors, LLC held 259,347 VXUS 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 259,347 shares
    Change vs previous 13F -84,866 shares

    0.13% of the 13F portfolio, value $22,171,574.

    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 344,213 shares
    Change vs previous 13F +26,415 shares

    0.2% of the 13F portfolio, value $26,542,297.

    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 317,798 shares
    Change vs previous 13F +23,947 shares

    0.19% of the 13F portfolio, value $23,974,614.

    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 293,851 shares
    Change vs previous 13F +15,330 shares

    0.22% of the 13F portfolio, value $21,586,265.

    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 278,521 shares
    Change vs previous 13F +18,160 shares

    0.21% of the 13F portfolio, value $19,243,050.

    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 260,361 shares
    Change vs previous 13F +7,852 shares

    0.2% of the 13F portfolio, value $16,168,428.

    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 252,509 shares
    Change vs previous 13F +206,957 shares

    0.23% of the 13F portfolio, value $14,880,366.

    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 45,552 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,949,066.

    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).