VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

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

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

Q4 2025
Shares 2,412 Value ($000) $461 Avg Close — Range —
Q3 2025
Shares 2,412 Value ($000) $462 Avg Close — Range —
Q2 2025
Shares 2,412 Value ($000) $416 Avg Close — Range —
Q1 2025
Shares 3,183 Value ($000) $483 Avg Close — Range —
Q4 2024
Shares 3,182 Value ($000) $523 Avg Close — Range —
Q3 2024
Shares 3,181 Value ($000) $512 Avg Close — Range —
Q2 2024
Shares 3,180 Value ($000) $478 Avg Close — Range —
Q1 2024
Shares 3,080 Value ($000) $466 Avg Close — Range —
Q4 2023
Shares 2,991 Value ($000) $393 Avg Close — Range —
Q3 2023
Shares 2,991 Value ($000) $339 Avg Close — Range —
Q2 2023
Shares 2,991 Value ($000) $363 Avg Close — Range —