Eldridge Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.52M	Sell	20,862 -90	-0.4%	-$7K	0.33%	50
2025 Q4	$1.7M	Buy	20,952 +816	+4%	+$66.2K	0.38%	47
2025 Q3	$1.61M	Buy	20,136 +12	+0.1%	+$917	0.37%	50
2025 Q2	$1.47M	Sell	20,124 -378	-2%	-$24.9K	0.31%	61
2025 Q1	$1.27M	Buy	20,502 +750	+4%	+$50.6K	0.29%	64
2024 Q4	$1.35M	Sell	19,752 -450	-2%	-$30.2K	0.31%	65
2024 Q3	$1.29M	Hold	20,202	–	–	0.3%	64
2024 Q2	$1.26M	Buy	20,202 +804	+4%	+$46.9K	0.32%	68
2024 Q1	$1.11M	Hold	19,398	–	–	0.29%	75
2023 Q4	$1M	Hold	19,398	–	–	0.26%	78
2023 Q3	$880K	Buy	19,398 +738	+4%	+$34.9K	0.29%	68
2023 Q2	$880K	Hold	18,660	–	–	0.29%	62
2023 Q1	$776K	Hold	18,660	–	–	0.27%	66
2022 Q4	$663K	Sell	18,660 -1,002	-5%	-$36.9K	0.23%	66
2022 Q3	$701K	Hold	19,662	–	–	0.27%	59
2022 Q2	$730K	Hold	19,662	–	–	0.27%	61
2022 Q1	$943K	Hold	19,662	–	–	0.32%	53
2021 Q4	$1.05M	Hold	19,662	–	–	0.35%	50
2021 Q3	$951K	Sell	19,662 -246	-1%	-$12.2K	0.34%	47
2021 Q2	$952K	Sell	19,908 -510	-2%	-$23.2K	0.34%	51
2021 Q1	$875K	Sell	20,418 -240	-1%	-$10.3K	0.34%	46
2020 Q4	$872K	Sell	20,658 -492	-2%	-$19.6K	0.36%	42
2020 Q3	$802K	Sell	21,150 -540	-2%	-$19.9K	0.38%	37
2020 Q2	$731K	Buy	21,690 +2,232	+11%	+$68.6K	0.36%	40
2020 Q1	$508K	Sell	19,458 -666	-3%	-$19.9K	0.29%	51
2019 Q4	$611K	Hold	20,124	–	–	0.3%	53
2019 Q3	$558K	Hold	20,124	–	–	0.29%	50
2019 Q2	$548K	Hold	20,124	–	–	0.29%	46
2019 Q1	$525K	Hold	20,124	–	–	0.28%	47
2018 Q4	$451K	Hold	20,124	–	–	0.28%	49
2018 Q3	$540K	Hold	20,124	–	–	0.35%	37
2018 Q2	$502K	Sell	20,124 -1,836	-8%	-$45K	0.36%	39
2018 Q1	$519K	Buy	21,960 +2,172	+11%	+$52.9K	0.39%	37
2017 Q4	$468K	Buy	+19,788	New	+$454K	0.36%	35

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Eldridge Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.43% in Q1 2026, selling an estimated $7K and leaving 20,862 shares worth $1.52M. The position accounts for 0.33% of the portfolio, ranked #50.

Eldridge Investment Advisors first reported a position in VUG in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.7M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Eldridge Investment Advisors held 20,862 shares of Vanguard Morningstar Growth ETF worth $1.52M as of Q1 2026.
Eldridge Investment Advisors sold 90 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $7K.
Vanguard Morningstar Growth ETF made up 0.33% of Eldridge Investment Advisors's portfolio in Q1 2026, its #50 holding.
Eldridge Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 34 quarters since.
Eldridge Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $1.7M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

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