Vdigx holdings. Its. Vdigx holdings

View VWIAX holdings data and information to see the mutual fund assets and interests. As of 3/31/23. 06%). As of June 27, 2023, the fund has assets totaling almost $50. 49%. PRDGX has 14. Your backtest is for January & February 2022. Value. VEIRX Portfolio - Learn more about the Vanguard Equity-Income Adm investment portfolio including asset allocation, stock style, stock holdings and more. Below is the comparison between VDIGX and VFIAX. Top 10 Holdings (33. 06%). 73%, which is lower than the 3-year return of the benchmark index (S&P US Dividend Growers TR USD), 16. And in those crazy years of 2000-2002, where both the VDIGX and S&P 500 got knocked around, Wellington only had 1 down year, -6. View VWNEX holdings data and information to see the mutual fund assets and interests. VDIGX has a higher 5-year return than VIG (11. Dividend yield: 1. 10. 83%, which is lower than the 3-year return of the benchmark index (S&P US Dividend Growers TR USD), 16. Equity. VDIGX, VWELX, VFINX Over The YearsInvestment approach. But, don’t forget, the Wellington fund was “only” down 22%. Investment style. Market capitalization. 57%. 58 billion invested in 343 different holdings. VDIGX's 5-year performance has produced a positive alpha of 2. Summary. Vanguard Dividend Growth Fund (VDIGX) - Find objective, share price, performance, expense ratio, holding, and risk details. Market Captialization Large Investment Style Blend. 6 B — Stylebox. In 2008 when the S&P 500 was down 37%, VDIGX was “only” down 25. 5 Billion in assets under management, while VTSAX has 872 Billion. Growth. Get the lastest Fund Holdings for Vanguard Specialized Portfolios,. 4. Vanguard Dividend Appreciation Index Fund Admiral ( VDADX, $39. Foreign holdings: 7. Find the latest Vanguard Dividend Appreciation Index Fund (VDADX) stock quote, history, news and other vital information to help you with your stock trading and investing. 91. VIG comparisons: including fees, performance, dividend yield, holdings and technical indicators to make a better investment decision. , and are not protected by SIPC. 8 B — Share class total net assets: $5. The Fund focuses on high-quality companies that have prospects for long-term total returns as a result of their ability to grow earnings and their willingness to increase dividends over time. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. . Discover historical prices for VDIGX stock on Yahoo Finance. Fund size is a good indication of how many other investors trust this fund. 0 B — Share class total net assets: $325. Fund Performance. VDIGX has 40. Check out the side-by-side comparison table of VIG vs. ; VDIGX 5-year return is 11. 5 Billion . I look forward to learning more from this community. The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex. Blend. Currency in USD. See Vanguard Dividend Appreciation Index Fd performance, holdings, fees, risk. 75 percent over the past. 92 percent over the past year, 11. Market Index. Vanguard Specialized Portfolios, Vanguard Dividend Growth Fund (VDIGX) Holdings - Yahoo Finance VDIGX - Vanguard Specialized Portfolios, Vanguard Dividend Growth. Fund Size Comparison. Growth. Investment style. Below is the comparison between VDIGX and VEIPX. Top Equity Holdings (As of 1/31/2023) % of Portfolio Value (Mil$) TJX COMPANIES INC: 4. Per cent of portfolio in top 10 holdings: 33. Total Assets: $53. % Assets in Top 10 Holdings 24. Minafi categorizes both of these funds as large funds. Pfizer Inc 3. 45%. Minafi categorizes both of these funds as large funds. Large Mid Small. Vanguard Dividend Growth's upcoming shift to a qualified comanager who is well-versed in the strategy's time-tested approach keeps its Morningstar Analyst Rating at Gold. Fund Size Comparison. Seeks a growing stream of income over time and long-term capital appreciation and current income. See holdings data for Vanguard Dividend Growth Fund (VDIGX). Market capitalization. 7 Billion in assets under management, while VDIGX has 40. Equity. The fund has returned -3. Market capitalization. But Dividend Appreciation has been on top in. 7%). 53 percent over the past three years, 10. As far as dividend growth, I had invested in VDIGX and am thinking of dumping it. 55%). 77%. 8 B — Share class total net assets: $48. It compares fees, performance, dividend yield, holdings, technical indicators, and many other metrics that help make better ETF investing. It compares fees, performance, dividend yield, holdings, technical indicators, and many other metrics that help make better ETF. 4 B — Stylebox. Blend. SCHD vs VIG Holdings. 49%, which is lower than the 5. VDIGX has a higher 5-year return than VEIPX (11. 14) is a passive. Large-cap equity emphasizing dividend-paying stocks. Vanguard Dividend Growth's holdings score above average on Financial Health, with an average z-score of 0. Fund size is a good indication of how many other investors trust this fund. 45% of Total Assets) Name Symbol % Assets; TJX Companies Inc: TJX: 3. View VFINX holdings data and information to see the mutual fund assets and interests. 5 billion. Barron's is a leading source of financial news, providing in-depth analysis and commentary on stocks, investments and how markets are moving across the world. See Vanguard Equity Income Fund (VEIPX) mutual fund ratings from all the top fund analysts in one place. Get the lastest Fund Holdings for Vanguard Windsor II Fund from Zacks Investment ResearchVHYAX is a mutual fund, whereas VYM is an ETF. SCHD is 19% technology, while VIG is 13. Even though one of these is a mutual fund and the other is an ETF, that doesn't matter too much for their holdings. Fund Description. Mutual Funds. VDIGX | A complete Vanguard Dividend Growth Fund;Investor mutual fund overview by MarketWatch. Both PRDGX and VDIGX have a similar number of assets under management. VUG comparisons: including fees, performance, dividend yield, holdings and technical indicators to make a better investment decision. 01%. SCHD includes 103 stocks in the ETF, while VIG holds 267 stocks. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. 4 B — Share class total net assets: $69. S. 2B: Total Holdings: 51: Total Holdings (Long) 50: Total Holdings (Short) 1: Portfolio Turnover: 11%: VDIGX has. Market capitalization. Minafi categorizes both of these funds as large funds. Learn more about mutual funds at fidelity. Vanguard 500 Index Fund;Investor mutual fund holdings by MarketWatch. 2 B — Stylebox. Summary. 5 Billion in assets under management, while VIG has 51. 3% — Fund total net assets: $38. Its portfolio consists primarily of large-cap, dividend-paying, U. Start Investing Invest Research Financial Independence FIRE Calculators About Blog. 00 million. 5 B — Share class total net assets: $28. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Equity. Below is the comparison between VDIGX and VEIPX. There is a significant difference in the number of holdings for SCHD and VIG. Market capitalization. SCHD vs. These stocks typically—but not always—will be large-cap. Investment style. Both VDIGX and VIG have a similar number of assets under management. Portfolio Overview. FXAIX has 224 Billion in assets under management, while VDIGX has 40. +24. 85%. A universe of 45,000+ funds, plus CEFs and UITs, including asset flows, manager info, brokerage availability, category rankings, and more. 49%, which is lower than the 5. Foreign holdings: 7. Large Mid Small. com. VDIGX's Has Far Fewer Holdings than the Competition. growth companies. 91 percent over the past year, 12. View VFIAX holdings data and information to see the mutual fund assets and interests. Mail; Summary; Historical data; Profile; Holdings; Performance; Risk; Purchase info; Sustainability; VDIGX - Vanguard Dividend Growth Inv. VDIGX has a lower expense ratio than VIG (% vs 0. VDIGX: NA - Fund Profile. 96% vs 11. Yahoo. Market Captialization Large Investment Style Blend. VTI was down 8. 61 percentage points annually over the past 10 years. 0; Top 10 Holdings % Portfolio Weight Market Value USD Sector JPMorgan Chase & Co 3. VDIGX holdings. VIG vs. Growth. 06. 1,640,541,003. Fund size is a good indication of how many other investors trust this fund. 49, which means managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. As of June 27, 2023, the fund has assets totaling almost $101. 1. Vanguard Equity Income Fund;Admiral mutual fund holdings by MarketWatch. This fund is not a popular choice with retail investors. View mutual fund news, mutual fund market and mutual fund interest rates. Blend. 0% — Fund total net assets: $887. Investment style. S. Get the lastest Fund Profile for NA from Zacks Investment Research. Assets under management: $54. This fund is not a popular choice with retail investors. VHYAX has a lower expense ratio than VYM (% vs 0. VYM. 76%:. VDIGX has 40. Foreign holdings: 39. Regional Holdings is calculated only using the long position holdings of the portfolio.