Vanguard Dividend Growth-InvVDIGX

13F holders, Q3 2024 (September 30)
11holders −1
3new positions
4sold out
$41.80avg. 13F price*

At the end of Q3 2024, 11 institutions reported holding Vanguard Dividend Growth-Inv (VDIGX) in their 13F filings, down 1 from Q2 2024. 3 opened new positions and 4 sold out. The largest holders were Fulton Bank, N.A. ($69.0M), Fairfield Financial Advisors, LTD ($16.7M) and Dempze Nancy E ($3.0M).

Company
Vanguard Dividend Growth-Inv
CUSIP
921908604
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 6Q1 2024Q2 2024: 12Q2 2024Q3 2024: 11Q3 2024Q4 2024: 12Q4 2024Q1 2025: 12Q1 2025Q2 2025: 11Q2 2025Q3 2025: 11Q3 2025Q4 2025: 12Q4 2025Q1 2026: 10Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$3.6M
Exits4$1.0M

All 13F filers, Q2 2024 → Q3 2024: 87,263 shares bought and 49,437 shares sold, net +37,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

Fulton Bank, N.A. 2.63% Reduce -0.9% 1,650,028 $69.0M
Fairfield Financial Advisors, LTD 5.72% Reduce -0.3% 400,457 $16.7M
Dempze Nancy E 1.69% Reduce -6.5% 72,308 $3.0M
Redwood Wealth Management Group, LLC 1.27% New 61,339 $2.6M
Jackson Wealth Management, LLC 0.11% New 22,387 $936K
Ferguson Wellman Capital Management, Inc. 0.01% No change 12,007 $502K
First Merchants Corp. 0.02% Reduce -8.4% 10,003 $418K
Great Lakes Advisors, LLC 0.00% Add +0.1% 6,603 $276K
Coston, McIsaac & Partners 0.06% No change 5,101 $213K
Eagle Bay Advisors LLC 0.06% New 3,531 $148K
Tucker Asset Management LLC 0.00% No change 332 $14K

"% of holder's portfolio" is VDIGX's weight in each manager's 13F, not the share of Vanguard Dividend Growth-Inv the manager owns.