Vanguard Dividend Growth-InvVDIGX

13F holders, Q4 2024 (December 31)
12holders +1
2new positions
1sold out
$36.21avg. 13F price*

At the end of Q4 2024, 12 institutions reported holding Vanguard Dividend Growth-Inv (VDIGX) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($60.0M), Fairfield Financial Advisors, LTD ($15.6M) and Dempze Nancy E ($2.6M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$503K
Exits1$148K

All 13F filers, Q3 2024 → Q4 2024: 53,626 shares bought and 7,404 shares sold, net +46,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Fulton Bank, N.A. 2.31% Add +0.4% 1,656,250 $60.0M
Fairfield Financial Advisors, LTD 5.51% Add +7.9% 432,020 $15.6M
Dempze Nancy E 1.51% No change 72,308 $2.6M
Redwood Wealth Management Group, LLC 1.06% Reduce -2.2% 59,984 $2.2M
Jackson Wealth Management, LLC 0.10% Add +4.3% 23,339 $845K
Ferguson Wellman Capital Management, Inc. 0.01% Add +3.2% 12,389 $449K
Williams Jones Wealth Management, LLC. 0.00% New 8,181 $296K
First Merchants Corp. 0.01% Reduce -25.2% 7,485 $271K
Great Lakes Advisors, LLC 0.00% Add +1.1% 6,677 $242K
North Star Asset Management Inc. 0.01% New 5,709 $207K
Coston, McIsaac & Partners 0.06% Add +10.0% 5,611 $202K
Tucker Asset Management LLC 0.00% Add +9.9% 365 $13K

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