VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

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

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

Q4 2025
Shares 249,113 Value ($000) $69,538 Avg Close Range
Q3 2025
Shares 253,586 Value ($000) $74,501 Avg Close Range
Q2 2025
Shares 257,449 Value ($000) $73,216 Avg Close Range
Q1 2025
Shares 266,358 Value ($000) $65,162 Avg Close Range
Q4 2024
Shares 274,029 Value ($000) $69,535 Avg Close Range
Q3 2024
Shares 282,814 Value ($000) $68,857 Avg Close Range
Q2 2024
Shares 292,883 Value ($000) $67,234 Avg Close Range
Q1 2024
Shares 312,702 Value ($000) $73,732 Avg Close Range
Q4 2023
Shares 324,766 Value ($000) $71,309 Avg Close Range
Q3 2023
Shares 334,357 Value ($000) $65,123 Avg Close Range
Q2 2023
Shares 347,106 Value ($000) $71,424 Avg Close Range
Q1 2023
Shares 366,119 Value ($000) $71,353 Avg Close Range
Q4 2022
Shares 377,900 Value ($000) $67,931 Avg Close Range
Q3 2022
Shares 405,892 Value ($000) $69,221 Avg Close Range
Q2 2022
Shares 392,336 Value ($000) $68,808 Avg Close Range
Q1 2022
Shares 374,600 Value ($000) $83,465 Avg Close Range
Q4 2021
Shares 365,078 Value ($000) $80,503 Avg Close Range
Q3 2021
Shares 344,878 Value ($000) $89,520 Avg Close Range
Q2 2021
Shares 333,121 Value ($000) $80,798 Avg Close Range
Q1 2021
Shares 329,024 Value ($000) $72,079 Avg Close Range
Q4 2020
Shares 337,982 Value ($000) $77,219 Avg Close Range
Q3 2020
Shares 334,874 Value ($000) $59,862 Avg Close Range
Q2 2020
Shares 341,195 Value ($000) $61,227 Avg Close Range
Q1 2020
Shares 340,591 Value ($000) $43,150 Avg Close Range
Q4 2019
Shares 325,448 Value ($000) $54,002 Avg Close Range
Q3 2019
Shares 328,887 Value ($000) $48,711 Avg Close Range
Q2 2019
Shares 319,127 Value ($000) $47,649 Avg Close Range
Q1 2019
Shares 316,442 Value ($000) $45,178 Avg Close Range
Q4 2018
Shares 315,406 Value ($000) $37,751 Avg Close Range
Q3 2018
Shares 329,280 Value ($000) $46,922 Avg Close Range
Q2 2018
Shares 327,061 Value ($000) $43,960 Avg Close Range
Q1 2018
Shares 322,883 Value ($000) $41,849 Avg Close Range
Q4 2017
Shares 347,880 Value ($000) $44,432 Avg Close Range
Q3 2017
Shares 320,801 Value ($000) $39,058 Avg Close Range
Q2 2017
Shares 335,207 Value ($000) $39,447 Avg Close Range
Q1 2017
Shares 336,111 Value ($000) $37,964 Avg Close Range
Q4 2016
Shares 330,972 Value ($000) $34,974 Avg Close Range
Q3 2016
Shares 330,100 Value ($000) $35,119 Avg Close Range
Q2 2016
Shares 331,598 Value ($000) $33,787 Avg Close Range
Q1 2016
Shares 328,346 Value ($000) $32,920 Avg Close Range
Q4 2015
Shares 306,733 Value ($000) $30,584 Avg Close Range
Q3 2015
Shares 313,348 Value ($000) $30,479 Avg Close Range
Q2 2015
Shares 314,982 Value ($000) $33,568 Avg Close Range
Q1 2015
Shares 349,214 Value ($000) $37,722 Avg Close Range
Q4 2014
Shares 346,450 Value ($000) $35,203 Avg Close Range
Q3 2014
Shares 339,008 Value ($000) $32,640 Avg Close Range
Q2 2014
Shares 402,660 Value ($000) $38,804 Avg Close Range
Q1 2014
Shares 378,408 Value ($000) $35,044 Avg Close Range
Q4 2013
Shares 413,289 Value ($000) $37,299 Avg Close Range
Q3 2013
Shares 399,161 Value ($000) $34,013 Avg Close Range
Q2 2013
Shares 394,506 Value ($000) $30,823 Avg Close Range