VANGUARD WORLD FD

Ticker: ESGV CUSIP: 921910733 Class: ESG US STK ETF

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,487 Value ($000) $1,268 Avg Close — Range —
Q3 2025
Shares 9,429 Value ($000) $1,117 Avg Close — Range —
Q2 2025
Shares 9,442 Value ($000) $1,035 Avg Close — Range —
Q1 2025
Shares 9,913 Value ($000) $971 Avg Close — Range —
Q4 2024
Shares 6,839 Value ($000) $717 Avg Close — Range —
Q3 2024
Shares 8,450 Value ($000) $859 Avg Close — Range —
Q2 2024
Shares 8,439 Value ($000) $815 Avg Close — Range —
Q1 2024
Shares 9,267 Value ($000) $864 Avg Close — Range —