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Eldridge Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Eldridge Investment Advisors’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.72M Buy
25,115
+10,741
+75% +$1.61M 0.82% 31
2025
Q4 		$2.06M Buy
14,374
+701
+5% +$99.7K 0.45% 41
2025
Q3 		$1.93M Sell
13,673
-170
-1% -$23.4K 0.44% 42
2025
Q2 		$1.85M Buy
13,843
+5,192
+60% +$658K 0.39% 51
2025
Q1 		$1.12M Buy
8,651
+1,008
+13% +$132K 0.26% 71
2024
Q4 		$975K Sell
7,643
-980
-11% -$128K 0.23% 80
2024
Q3 		$1.11M Sell
8,623
-6
-0.1% -$741 0.26% 73
2024
Q2 		$1.02M Buy
8,629
+1,537
+22% +$182K 0.26% 76
2024
Q1 		$858K Sell
7,092
-303
-4% -$34.7K 0.22% 86
2023
Q4 		$825K Buy
7,395
+2,573
+53% +$270K 0.22% 85
2023
Q3 		$498K Buy
4,822
+919
+24% +$98.6K 0.17% 91
2023
Q2 		$414K Sell
3,903
-24,759
-86% -$2.6M 0.14% 95
2023
Q1 		$3.02M Sell
28,662
-1,646
-5% -$177K 1.05% 24
2022
Q4 		$3.28M Sell
30,308
-111
-0.4% -$11.8K 1.15% 21
2022
Q3 		$2.89M Sell
30,419
-2,354
-7% -$245K 1.12% 22
2022
Q2 		$3.33M Buy
32,773
+2,472
+8% +$268K 1.25% 19
2022
Q1 		$3.4M Buy
30,301
+766
+3% +$85.4K 1.15% 18
2021
Q4 		$3.31M Buy
29,535
+1,795
+6% +$195K 1.09% 15
2021
Q3 		$2.87M Buy
27,740
+330
+1% +$34.9K 1.02% 16
2021
Q2 		$2.87M Buy
27,410
+375
+1% +$39.4K 1.04% 17
2021
Q1 		$2.73M Buy
27,035
+1,278
+5% +$123K 1.05% 18
2020
Q4 		$2.36M Buy
25,757
+1,673
+7% +$145K 0.98% 19
2020
Q3 		$1.95M Buy
24,084
+1,506
+7% +$123K 0.92% 22
2020
Q2 		$1.78M Buy
22,578
+532
+2% +$41.4K 0.89% 22
2020
Q1 		$1.56M Buy
22,046
+1,771
+9% +$152K 0.89% 26
2019
Q4 		$1.9M Buy
20,275
+3,722
+22% +$337K 0.93% 19
2019
Q3 		$1.47M Buy
16,553
+10,372
+168% +$908K 0.76% 22
2019
Q2 		$540K Buy
6,181
+1,376
+29% +$119K 0.29% 47
2019
Q1 		$412K Buy
4,805
+253
+6% +$21.1K 0.22% 56
2018
Q4 		$355K Buy
4,552
+596
+15% +$49.7K 0.22% 54
2018
Q3 		$344K Sell
3,956
-80
-2% -$6.92K 0.22% 47
2018
Q2 		$335K Buy
+4,036
New +$338K 0.24% 47

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Eldridge Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 75% in Q1 2026, buying an estimated $1.61M and bringing the position to 25,115 shares worth $3.72M. The position accounts for 0.82% of the portfolio, ranked #31.

Eldridge Investment Advisors first reported a position in VYM in Q2 2018 and has held it in 32 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Eldridge Investment Advisors held 25,115 shares of Vanguard High Dividend Yield ETF worth $3.72M as of Q1 2026.
  • Eldridge Investment Advisors bought 10,741 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.61M.
  • Vanguard High Dividend Yield ETF made up 0.82% of Eldridge Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • Eldridge Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and has held it in 32 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

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