Waverly Advisors, LLC VEU VANGUARD INTL EQUITY INDEX F

Ownership history in Waverly Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Waverly Advisors, LLC reported VANGUARD INTL EQUITY INDEX F (VEU) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.56% in 2025 Q2. The latest visible filing shows VEU at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VEU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Waverly Advisors, LLC's position in VANGUARD INTL EQUITY INDEX F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VEU was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Waverly Advisors, LLC held VEU — position size vs. price
% of Fund (quarterly)    VEU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 840,955 +61,800 +7.9% 0.50% $61.9M 2026-02-14 (Est.) $80.36
2025 Q3 ADDED 779,155 +17,046 +2.2% 0.55% $55.6M 2025-11-14 $71.67
2025 Q2 ADDED 762,109 +19,717 +2.7% 0.56% $51.2M 2025-08-14 $67.60
2025 Q1 ADDED 742,392 +558,883 +304.6% 0.55% $45.0M 2025-05-15 $62.60
2024 Q4 ADDED 183,509 +36,627 +24.9% 0.16% $10.5M 2025-02-14 $59.28
2024 Q3 ADDED 146,882 +215 +0.1% 0.17% $9.3M 2024-11-14 $55.98
2024 Q2 ADDED 146,667 +1,614 +1.1% 0.17% $8.6M 2024-08-14 $56.09
2024 Q1 ADDED 145,053 +141,367 +3835.2% 0.20% $8.5M 2024-05-15 $56.76
2023 Q4 INITIATED 3,686 0.01% $207K 2024-02-14 $52.22

FAQ About Waverly Advisors, LLC and VEU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Waverly Advisors, LLC reported owning VEU?

Waverly Advisors, LLC reported VEU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VEU position in Waverly Advisors, LLC's portfolio?

The largest reported portfolio weight for VEU was 0.56% in 2025 Q2.

What is the latest reported VEU position on this page?

The most recent filing on this page is 2025 Q4, when Waverly Advisors, LLC reported 840,955 shares, equal to 0.50% of portfolio, with an estimated market value of $61.9M.

What does the chart on this VEU ownership page compare?

The chart compares Waverly Advisors, LLC's quarterly VEU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Waverly Advisors, LLC time their VEU position?

Based on 13F filing dates vs. subsequent VEU price moves, Waverly Advisors, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on VEU relative to SPY over the holding period was +4.8%.

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