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Morningstar

Vanguard Dividend Growth Inv VDIGX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 37.65  /  +0.64 %
  • Total Assets 53.9 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.60%
  • Turnover 9%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0

Morningstar’s Analysis VDIGX

Will VDIGX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VDIGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VDIGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VDIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The new lead manager knows this old-school approach well.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Vanguard Dividend Growth’s leadership drives an Above Average People rating, while its strategic stability earns a High Process rating.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VDIGX

More VDIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.28 2.2 Bil
Technology

UnitedHealth Group Inc

3.66 1.9 Bil
Healthcare

Stryker Corp

3.47 1.8 Bil
Healthcare

Honeywell International Inc

3.18 1.7 Bil
Industrials

Visa Inc Class A

3.13 1.6 Bil
Financial Services

Danaher Corp

3.13 1.6 Bil
Healthcare

Accenture PLC Class A

3.05 1.6 Bil
Technology

Linde PLC

2.97 1.6 Bil
Basic Materials

TJX Companies Inc

2.93 1.5 Bil
Consumer Cyclical

Northrop Grumman Corp

2.91 1.5 Bil
Industrials