Eldridge Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$606K Buy
1,015
+14
+1% +$8.76K 0.13% 93
2025
Q4
$627K Buy
1,001
+75
+8% +$46.6K 0.14% 94
2025
Q3
$567K Sell
926
-19
-2% -$11.2K 0.13% 103
2025
Q2
$537K Hold
945
0.11% 109
2025
Q1
$486K Buy
945
+120
+15% +$64.9K 0.11% 109
2024
Q4
$445K Sell
825
-99
-11% -$53.6K 0.1% 111
2024
Q3
$488K Hold
924
0.11% 108
2024
Q2
$462K Hold
924
0.12% 103
2024
Q1
$444K Buy
924
+1
+0.1% +$458 0.11% 107
2023
Q4
$403K Buy
923
+1
+0.1% +$409 0.11% 107
2023
Q3
$362K Sell
922
-30
-3% -$12.3K 0.12% 103
2023
Q2
$388K Hold
952
0.13% 102
2023
Q1
$358K Sell
952
-44
-4% -$16.1K 0.12% 103
2022
Q4
$350K Buy
996
+1
+0.1% +$353 0.12% 98
2022
Q3
$327K Hold
995
0.13% 99
2022
Q2
$345K Sell
995
-20
-2% -$7.53K 0.13% 92
2022
Q1
$421K Buy
1,015
+1
+0.1% +$409 0.14% 87
2021
Q4
$443K Buy
1,014
+101
+11% +$42.6K 0.15% 89
2021
Q3
$360K Buy
913
+65
+8% +$26.4K 0.13% 90
2021
Q2
$334K Sell
848
-40
-5% -$15.4K 0.12% 89
2021
Q1
$323K Hold
888
0.12% 87
2020
Q4
$305K Buy
888
+1
+0.1% +$326 0.13% 84
2020
Q3
$273K Buy
887
+136
+18% +$41.4K 0.13% 84
2020
Q2
$213K Buy
+751
New +$202K 0.11% 98

Other funds holding VOO

Eldridge Investment Advisors's VOO Position: Q1 2026 in Review

Eldridge Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q1 2026, buying an estimated $8.76K and bringing the position to 1,015 shares worth $606K. The position accounts for 0.13% of the portfolio, ranked #93.

Eldridge Investment Advisors first reported a position in VOO in Q2 2020 and has held it in 24 quarters since. The position peaked at $627K in Q4 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Eldridge Investment Advisors held 1,015 shares of Vanguard S&P 500 ETF worth $606K as of Q1 2026.
  • Eldridge Investment Advisors bought 14 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.76K.
  • Vanguard S&P 500 ETF made up 0.13% of Eldridge Investment Advisors's portfolio in Q1 2026, its #93 holding.
  • Eldridge Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • Eldridge Investment Advisors's Vanguard S&P 500 ETF position peaked at $627K in Q4 2025.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.