VDIGX
Vanguard Dividend Growth Fund
1W: -1.5%
1M: -2.7%
3M: -2.2%
YTD: -4.7%
1Y: -15.3%
3Y: +7.5%
5Y: +8.4%
$31.54
+0.22 (+0.70%)
Weekly Expected Move ±1.2%
$31
$31
$31
$32
$32
Institutional Ownership — VDIGX
9
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
1
New Positions
1
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 244,895 | 8M | -60,014 | -19.7% | 25Q | SEC ↗ |
| 2 | KELLEHER FINANCIAL ADVISORS | 168,994 | 5M | +62,878 | +59.3% | 4Q | SEC ↗ |
| 3 | Redwood Wealth Management Group, LLC | 56,239 | 2M | -646 | -1.1% | 7Q | SEC ↗ |
| 4 | Dempze Nancy E | 40,634 | 1M | — | +0.0% | 19Q | SEC ↗ |
| 5 | Coston, McIsaac & Partners | 15,738 | 496K | -923 | -5.5% | 16Q | SEC ↗ |
| 6 | Jackson Wealth Management, LLC | 15,636 | 493K | -3,125 | -16.7% | 8Q | SEC ↗ |
| 7 | Arvest Bank Trust Division | 11,447 | 361K | — | +0.0% | 4Q | SEC ↗ |
| 8 | Wealthspire Advisors, LLC NEW | 10,683 | 337K | — | +0.0% | 1Q | SEC ↗ |
| 9 | GREAT LAKES ADVISORS, LLC | 8,601 | 271K | — | +0.0% | 9Q | SEC ↗ |
| 10 | McIlrath & Eck, LLC NEW | 1,616 | 51K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Garton & Associates Financial Advisors | 0 | 0K | -4,079 | -100.0% | 1Q | SEC ↗ |
| 12 | Kohmann Bosshard Financial Services, L | 0 | 0K | -1,101 | -100.0% | 1Q | SEC ↗ |
| 13 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 0 | 0K | -12,078 | -100.0% | 20Q | SEC ↗ |
| 14 | Fairfield Financial Advisors, LTD | 0 | 0K | -346,119 | -100.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 10,683 | 337K |
| McIlrath & Eck, LLC | 1,616 | 51K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fairfield Financial Advisors, LTD | 346,119 | 11M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 12,078 | 381K |
| Garton & Associates Financial Advis | 4,079 | 129K |
| Kohmann Bosshard Financial Services | 1,101 | 35K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +62,878 | +59.3% | 168,994 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | -60,014 | -19.7% | 244,895 |
| Jackson Wealth Management, LLC | -3,125 | -16.7% | 15,636 |
| Coston, McIsaac & Partners | -923 | -5.5% | 15,738 |
| Redwood Wealth Management Group, LL | -646 | -1.1% | 56,239 |