Eldridge Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.75M | Sell |
20,323
-539
| -3% | -$45.4K | 0.35% | 49 |
|
|
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
EWA
Eldridge Investment Advisors's VUG Position: Q2 2026 in Review
Eldridge Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.6% in Q2 2026, selling an estimated $45.4K and leaving 20,323 shares worth $1.75M. The position accounts for 0.35% of the portfolio, ranked #49.
Eldridge Investment Advisors first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Eldridge Investment Advisors held 20,323 shares of Vanguard Morningstar Growth ETF worth $1.75M as of Q2 2026.
- Eldridge Investment Advisors sold 539 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $45.4K.
- Vanguard Morningstar Growth ETF made up 0.35% of Eldridge Investment Advisors's portfolio in Q2 2026, its #49 holding.
- Eldridge Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.