Vaughan David Investments’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Vaughan David Investments’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Buy	+8,373	New	+$214K	﹤0.01%	232

Other funds holding EVT

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

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Vaughan David Investments's EVT Position: Q1 2026 in Review

Vaughan David Investments opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026: 8,373 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #232 among its holdings.

145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Vaughan David Investments held 8,373 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $206K as of Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new Vaughan David Investments position in Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Vaughan David Investments's portfolio in Q1 2026, its #232 holding.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Vaughan David Investments's 13F filing for Q1 2026, filed 12 May 2026.