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.
Vanguard Dividend Growth Fund Investor Shares VDIGX
- NAV / 1-Day Return 32.79 / +0.24 %
- Total Assets 35.5B
-
Adj. Expense Ratio
0.200%
- Expense Ratio 0.200%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Value
- Min. Initial Investment 3,000
- Status Open
- TTM Yield 1.33%
- Turnover 40%
USD | NAV as of Aug 14, 2026 | 1-Day Return as of Aug 14, 2026, 12:19 AM GMT+0
Morningstar’s Analysis VDIGX
Will VDIGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Broadcom Inc | 5.73 | 2B | Technology |
Eli Lilly and Co | 5.10 | 2B | Healthcare |
Microsoft Corp | 4.62 | 2B | Technology |
KLA Corp | 3.71 | 1B | Technology |
Mastercard Inc Class A | 3.56 | 1B | Financial Services |
Texas Instruments Inc | 3.54 | 1B | Technology |
Apple Inc | 3.43 | 1B | Technology |
Visa Inc Class A | 3.23 | 1B | Financial Services |
Wells Fargo & Co | 2.68 | 955M | Financial Services |
Merck & Co Inc | 2.64 | 941M | Healthcare |