VANGUARD INDEX FDS

Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP

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

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

Q4 2025
Shares 542,484 Value ($000) $96,220 Avg Close Range
Q3 2025
Shares 570,947 Value ($000) $99,676 Avg Close Range
Q2 2025
Shares 588,184 Value ($000) $96,733 Avg Close Range
Q1 2025
Shares 612,076 Value ($000) $98,263 Avg Close Range
Q4 2024
Shares 632,321 Value ($000) $102,291 Avg Close Range
Q3 2024
Shares 656,610 Value ($000) $110,094 Avg Close Range
Q2 2024
Shares 687,052 Value ($000) $103,353 Avg Close Range
Q1 2024
Shares 734,010 Value ($000) $114,440 Avg Close Range
Q4 2023
Shares 761,901 Value ($000) $110,483 Avg Close Range
Q3 2023
Shares 810,736 Value ($000) $106,174 Avg Close Range
Q2 2023
Shares 846,832 Value ($000) $117,185 Avg Close Range
Q1 2023
Shares 847,523 Value ($000) $113,627 Avg Close Range
Q4 2022
Shares 861,794 Value ($000) $116,549 Avg Close Range
Q3 2022
Shares 875,051 Value ($000) $106,555 Avg Close Range
Q2 2022
Shares 832,967 Value ($000) $107,886 Avg Close Range
Q1 2022
Shares 815,938 Value ($000) $122,121 Avg Close Range
Q4 2021
Shares 800,128 Value ($000) $117,699 Avg Close Range
Q3 2021
Shares 752,868 Value ($000) $112,825 Avg Close Range
Q2 2021
Shares 716,298 Value ($000) $103,706 Avg Close Range
Q1 2021
Shares 693,519 Value ($000) $98,667 Avg Close Range
Q4 2020
Shares 682,003 Value ($000) $86,580 Avg Close Range
Q3 2020
Shares 647,679 Value ($000) $65,986 Avg Close Range
Q2 2020
Shares 638,609 Value ($000) $66,313 Avg Close Range
Q1 2020
Shares 627,477 Value ($000) $51,008 Avg Close Range
Q4 2019
Shares 547,199 Value ($000) $66,074 Avg Close Range
Q3 2019
Shares 540,505 Value ($000) $61,077 Avg Close Range
Q2 2019
Shares 516,157 Value ($000) $57,469 Avg Close Range
Q1 2019
Shares 506,375 Value ($000) $54,628 Avg Close Range
Q4 2018
Shares 489,715 Value ($000) $46,650 Avg Close Range
Q3 2018
Shares 561,206 Value ($000) $63,456 Avg Close Range
Q2 2018
Shares 549,062 Value ($000) $60,649 Avg Close Range
Q1 2018
Shares 531,250 Value ($000) $58,113 Avg Close Range
Q4 2017
Shares 538,128 Value ($000) $60,039 Avg Close Range
Q3 2017
Shares 444,882 Value ($000) $46,997 Avg Close Range
Q2 2017
Shares 399,512 Value ($000) $41,098 Avg Close Range
Q1 2017
Shares 399,442 Value ($000) $40,711 Avg Close Range
Q4 2016
Shares 391,354 Value ($000) $38,036 Avg Close Range
Q3 2016
Shares 392,272 Value ($000) $36,705 Avg Close Range
Q2 2016
Shares 392,795 Value ($000) $34,990 Avg Close Range
Q1 2016
Shares 387,285 Value ($000) $33,740 Avg Close Range
Q4 2015
Shares 365,512 Value ($000) $31,416 Avg Close Range
Q3 2015
Shares 370,555 Value ($000) $30,845 Avg Close Range
Q2 2015
Shares 369,848 Value ($000) $33,497 Avg Close Range
Q1 2015
Shares 394,151 Value ($000) $36,226 Avg Close Range
Q4 2014
Shares 390,173 Value ($000) $34,893 Avg Close Range
Q3 2014
Shares 381,655 Value ($000) $32,403 Avg Close Range
Q2 2014
Shares 670,703 Value ($000) $58,311 Avg Close Range
Q1 2014
Shares 639,431 Value ($000) $52,964 Avg Close Range
Q4 2013
Shares 696,368 Value ($000) $55,556 Avg Close Range
Q3 2013
Shares 680,116 Value ($000) $49,805 Avg Close Range
Q2 2013
Shares 673,608 Value ($000) $46,257 Avg Close Range