Eldridge Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Eldridge Investment Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,354	Closed	-$2.32M	–	167
2025 Q2	$2.32M	Sell	11,354 -85	-0.7%	-$16.5K	0.49%	43
2025 Q1	$2.22M	Buy	11,439 +253	+2%	+$50.3K	0.51%	45
2024 Q4	$2.19M	Buy	11,186 +339	+3%	+$67.7K	0.51%	46
2024 Q3	$2.15M	Buy	10,847 +52	+0.5%	+$9.9K	0.5%	43
2024 Q2	$1.97M	Sell	10,795 -870	-7%	-$157K	0.5%	46
2024 Q1	$2.13M	Hold	11,665	–	–	0.55%	41
2023 Q4	$1.99M	Buy	+11,665	New	+$1.88M	0.52%	46

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Eldridge Investment Advisors's VIG Position: Q3 2025 in Review

Eldridge Investment Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 11,354 shares — an estimated $2.32M sold.

Eldridge Investment Advisors first reported a position in VIG in Q4 2023 and held it in 7 quarters. The position peaked at $2.32M in Q2 2025. 2,338 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Eldridge Investment Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
Eldridge Investment Advisors sold 11,354 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $2.32M.
Eldridge Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 7 quarters.
Eldridge Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.32M in Q2 2025.
2,338 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Eldridge Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.