VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

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

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

Q4 2025
Shares 71,720 Value ($000) $6,346 Avg Close Range
Q3 2025
Shares 63,262 Value ($000) $5,783 Avg Close Range
Q2 2025
Shares 63,796 Value ($000) $5,682 Avg Close Range
Q1 2025
Shares 63,641 Value ($000) $5,762 Avg Close Range
Q4 2024
Shares 61,533 Value ($000) $5,481 Avg Close Range
Q3 2024
Shares 57,559 Value ($000) $5,607 Avg Close Range
Q2 2024
Shares 55,633 Value ($000) $4,660 Avg Close Range
Q1 2024
Shares 29,621 Value ($000) $2,562 Avg Close Range
Q4 2023
Shares 18,279 Value ($000) $1,615 Avg Close Range
Q3 2023
Shares 17,997 Value ($000) $1,362 Avg Close Range
Q2 2023
Shares 17,052 Value ($000) $1,425 Avg Close Range
Q1 2023
Shares 3,243 Value ($000) $269 Avg Close Range
Q4 2022
Shares 3,245 Value ($000) $268 Avg Close Range
Q3 2022
Shares 3,236 Value ($000) $259 Avg Close Range
Q3 2018
Shares 2,500 Value ($000) $202 Avg Close Range
Q2 2018
Shares 2,500 Value ($000) $204 Avg Close Range
Q4 2017
Shares 2,500 Value ($000) $207 Avg Close Range
Q3 2017
Shares 2,500 Value ($000) $208 Avg Close Range
Q2 2017
Shares 2,962 Value ($000) $247 Avg Close Range
Q1 2017
Shares 2,500 Value ($000) $206 Avg Close Range
Q4 2015
Shares 4,904 Value ($000) $391 Avg Close Range
Q3 2015
Shares 5,008 Value ($000) $378 Avg Close Range
Q2 2015
Shares 4,511 Value ($000) $337 Avg Close Range
Q1 2015
Shares 4,518 Value ($000) $381 Avg Close Range
Q4 2014
Shares 4,142 Value ($000) $336 Avg Close Range
Q3 2014
Shares 3,969 Value ($000) $285 Avg Close Range
Q2 2014
Shares 3,784 Value ($000) $283 Avg Close Range
Q1 2014
Shares 3,703 Value ($000) $262 Avg Close Range
Q4 2013
Shares 4,327 Value ($000) $279 Avg Close Range
Q3 2013
Shares 4,246 Value ($000) $281 Avg Close Range
Q2 2013
Shares 3,942 Value ($000) $271 Avg Close Range