VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 21,491 Value ($000) $4,552 Avg Close Range
Q3 2025
Shares 12,800 Value ($000) $2,672 Avg Close Range
Q2 2025
Shares 13,340 Value ($000) $2,602 Avg Close Range
Q1 2025
Shares 13,843 Value ($000) $2,579 Avg Close Range
Q4 2024
Shares 14,249 Value ($000) $2,824 Avg Close Range
Q3 2024
Shares 13,235 Value ($000) $2,657 Avg Close Range
Q2 2024
Shares 14,141 Value ($000) $2,581 Avg Close Range
Q1 2024
Shares 8,898 Value ($000) $1,707 Avg Close Range
Q4 2023
Shares 6,278 Value ($000) $1,130 Avg Close Range
Q3 2023
Shares 6,380 Value ($000) $1,018 Avg Close Range
Q2 2023
Shares 6,284 Value ($000) $1,039 Avg Close Range
Q1 2023
Shares 7,035 Value ($000) $1,117 Avg Close Range
Q4 2022
Shares 7,113 Value ($000) $1,130 Avg Close Range
Q3 2022
Shares 6,878 Value ($000) $986 Avg Close Range
Q2 2022
Shares 7,011 Value ($000) $1,050 Avg Close Range
Q1 2022
Shares 55,352 Value ($000) $9,739 Avg Close Range
Q4 2021
Shares 53,132 Value ($000) $9,171 Avg Close Range
Q3 2021
Shares 48,929 Value ($000) $9,039 Avg Close Range
Q2 2021
Shares 46,597 Value ($000) $8,110 Avg Close Range
Q1 2021
Shares 43,978 Value ($000) $7,569 Avg Close Range
Q4 2020
Shares 45,255 Value ($000) $7,122 Avg Close Range
Q3 2020
Shares 42,753 Value ($000) $4,878 Avg Close Range
Q2 2020
Shares 41,901 Value ($000) $4,905 Avg Close Range
Q1 2020
Shares 38,066 Value ($000) $3,380 Avg Close Range
Q4 2019
Shares 33,858 Value ($000) $4,630 Avg Close Range
Q3 2019
Shares 31,042 Value ($000) $4,000 Avg Close Range
Q2 2019
Shares 27,626 Value ($000) $3,606 Avg Close Range
Q1 2019
Shares 26,481 Value ($000) $3,409 Avg Close Range
Q4 2018
Shares 25,349 Value ($000) $2,891 Avg Close Range
Q3 2018
Shares 23,527 Value ($000) $3,279 Avg Close Range
Q2 2018
Shares 22,418 Value ($000) $3,044 Avg Close Range
Q1 2018
Shares 21,401 Value ($000) $2,770 Avg Close Range
Q4 2017
Shares 22,387 Value ($000) $2,972 Avg Close Range
Q3 2017
Shares 20,082 Value ($000) $2,566 Avg Close Range
Q2 2017
Shares 17,931 Value ($000) $2,204 Avg Close Range
Q1 2017
Shares 16,554 Value ($000) $2,034 Avg Close Range
Q4 2016
Shares 13,830 Value ($000) $1,673 Avg Close Range
Q3 2016
Shares 12,145 Value ($000) $1,344 Avg Close Range
Q2 2016
Shares 10,849 Value ($000) $1,143 Avg Close Range
Q1 2016
Shares 8,997 Value ($000) $917 Avg Close Range
Q4 2015
Shares 5,649 Value ($000) $558 Avg Close Range
Q3 2015
Shares 2,769 Value ($000) $268 Avg Close Range
Q2 2015
Shares 1,254 Value ($000) $135 Avg Close Range
Q1 2014
Shares 170 Value ($000) $17 Avg Close Range
Q4 2013
Shares 500 Value ($000) $49 Avg Close Range