VWM
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Vermillion Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Vermillion Wealth Management’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
Q2 		$12.2K Buy
439
+22
+5% +$578 ﹤0.01% 1048
2026
Q1 		$10.2K Sell
417
-36
-8% -$920 ﹤0.01% 393
2025
Q4 		$11.4K Sell
453
-379
-46% -$9.25K ﹤0.01% 360
2025
Q3 		$20.3K Hold
832
– – 0.01% 863
2025
Q2 		$20.1K Hold
832
– – 0.01% 260
2025
Q1 		$19.4K Hold
832
– – 0.01% 725
2024
Q4 		$20K Buy
+832
New +$20.6K 0.01% 256

Other funds holding EVT

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Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Vermillion Wealth Management's EVT Position: Q2 2026 in Review

Vermillion Wealth Management increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 5.3% in Q2 2026, buying an estimated $578 and bringing the position to 439 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Vermillion Wealth Management first reported a position in EVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.3K in Q3 2025. 24 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • Vermillion Wealth Management held 439 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $12.2K as of Q2 2026.
  • Vermillion Wealth Management bought 22 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $578.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1048 holding.
  • Vermillion Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $20.3K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.