Security Details
Security Name: | VANGUARD DIVIDEND GROWTH-INV |
---|---|
Ticker: | VDIGX |
Security Type: | OTHER |
Exchange: | US |
CUSIP: | 921908604 |
Historical Stats
Period | Total Value | Value Change | Total Holders | Holder Change |
---|---|---|---|---|
2024-06-30 | $0.08B | - | 12 | - |
2024-09-30 | $0.09B | +11.5% | 10 | -16.7% |
2024-12-31 | $0.02B | -75.7% | 10 | 0.0% |
Current Major Holders for Period: 2024-12-31
Institution | Value | Shares | % of Portfolio |
---|---|---|---|
FAIRFIELD FINANCIAL ADVISORS, LTD | $15.6M | 432K | 5.5% |
DEMPZE NANCY E | $2.6M | 72K | 1.5% |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | $2.2M | 59K | 1.1% |
JACKSON WEALTH MANAGEMENT, LLC | $0.8M | 23K | 0.1% |
NORTH STAR ASSET MANAGEMENT INC | $0.2M | 5K | 0.0% |
FIRST MERCHANTS CORP | $0.3M | 7K | 0.0% |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $0.4M | 12K | 0.0% |
WILLIAMS JONES WEALTH MANAGEMENT, LLC. | $0.3M | 8K | 0.0% |
GREAT LAKES ADVISORS, LLC | $0.2M | 6K | 0.0% |
TUCKER ASSET MANAGEMENT LLC | $0.0M | 0K | 0.0% |
Similar Securities
Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
---|---|---|---|---|---|
SWVXX | US | SCHWAB VALUE ADV MONEY-INV | 0.143 | 2 | 14 |
ADI | US | ANALOG DEVICES INC | 0.002 | 2 | 1278 |
ADP | US | AUTOMATIC DATA PROCESSING | 0.001 | 2 | 1746 |
LLY | US | ELI LILLY & CO | 0.001 | 3 | 2794 |
ABT | US | ABBOTT LABORATORIES | 0.001 | 2 | 2190 |
GOOGL | US | ALPHABET INC-CL A | 0.001 | 3 | 3527 |
NVDA | US | NVIDIA CORP | 0.001 | 3 | 3653 |
MA | US | MASTERCARD INC - A | 0.001 | 2 | 2463 |
MRK | US | MERCK & CO. INC. | 0.001 | 2 | 2533 |
UNH | US | UNITEDHEALTH GROUP INC | 0.001 | 2 | 2608 |
AAPL | US | APPLE INC | 0.001 | 3 | 3956 |
AMZN | US | AMAZON.COM INC | 0.001 | 3 | 3975 |
MSFT | US | MICROSOFT CORP | 0.001 | 3 | 4177 |
PG | US | PROCTER & GAMBLE CO/THE | 0.001 | 2 | 2815 |
V | US | VISA INC-CLASS A SHARES | 0.001 | 2 | 3025 |
BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 0.001 | 2 | 3146 |