Vanguard Dividend Growth Fund Investor Shares VDIGX

Morningstar Medalist Rating
  • NAV / 1-Day Return$33.84  /  +0.06%
  • Fund Size$34.4B
  • Adjusted Expense Ratio0.200%
  • Net Expense Ratio0.200%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$3,000
  • Investment StatusOpen
  • TTM Yield1.29%
  • Turnover Ratio40%

Morningstar’s Analysis VDIGX

Will VDIGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Subadvisor Wellington has hit the reset button here.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

An abrupt course correction with a new management duo and process drives a downgrade of Wellington Dividend Growth's People and Process ratings to Average from Above Average.

Rated on Published on

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Portfolio Holdings VDIGX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.512B
Technology

Broadcom Inc

5.262B
Technology

Eli Lilly and Co

4.642B
Healthcare

JPMorgan Chase & Co

4.602B
Financial Services

Mastercard Inc Class A

4.001B
Financial Services

Apple Inc

3.741B
Technology

Visa Inc Class A

3.321B
Financial Services

Merck & Co Inc

3.031B
Healthcare

BlackRock Inc

3.001B
Financial Services

Amphenol Corp Class A

2.84947M
Technology

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