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Waverly Advisors, LLC: VYM position timeline

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

Waverly Advisors, LLC held 544,941 VYM 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 544,941 shares
    Change vs previous 13F +107,941 shares

    0.5% of the 13F portfolio, value $86,116,971.

    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 437,000 shares
    Change vs previous 13F +94,199 shares

    0.49% of the 13F portfolio, value $64,719,749.

    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 342,801 shares
    Change vs previous 13F -3,783 shares

    0.4% of the 13F portfolio, value $49,198,760.

    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 346,584 shares
    Change vs previous 13F +7,499 shares

    0.49% of the 13F portfolio, value $48,850,956.

    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 339,085 shares
    Change vs previous 13F +4,558 shares

    0.5% of the 13F portfolio, value $45,203,378.

    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 334,527 shares
    Change vs previous 13F +8,041 shares

    0.53% of the 13F portfolio, value $43,140,552.

    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 326,486 shares
    Change vs previous 13F +6,507 shares

    0.64% of the 13F portfolio, value $41,656,332.

    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 319,979 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $41,021,328.

    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).