Vanguard Dividend Growth-InvVDIGX

13F holders, Q1 2025 (March 31)
12holders
1new positions
2sold out
$35.33avg. 13F price*

At the end of Q1 2025, 12 institutions reported holding Vanguard Dividend Growth-Inv (VDIGX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Fulton Bank, N.A. ($53.8M), Fairfield Financial Advisors, LTD ($14.2M) 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$67K
Exits2$220K

All 13F filers, Q4 2024 → Q1 2025: 20,627 shares bought and 170,268 shares sold, net −149,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Fulton Bank, N.A. 2.17% Reduce -8.0% 1,524,028 $53.8M
Fairfield Financial Advisors, LTD 5.38% Reduce -6.7% 402,965 $14.2M
Dempze Nancy E 1.53% No change 72,308 $2.6M
Redwood Wealth Management Group, LLC 1.06% Reduce -1.8% 58,885 $2.1M
Great Lakes Advisors, LLC 0.01% Add +240.9% 22,765 $804K
Jackson Wealth Management, LLC 0.09% Reduce -5.5% 22,061 $779K
Ferguson Wellman Capital Management, Inc. 0.01% Add +1.8% 12,608 $445K
Williams Jones Wealth Management, LLC. 0.00% Add +28.0% 10,474 $370K
First Merchants Corp. 0.01% Reduce -7.2% 6,945 $245K
Coston, McIsaac & Partners 0.06% Add +2.6% 5,756 $202K
Ascentis Wealth Management, LLC 0.02% New 1,882 $67K
Financial Gravity Asset Management, Inc. 0.00% — 4 $150

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