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%

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