VDIGVanguard Wellington Dividend Growth Active ETF

Grow my money Get incomeNewRanked #1,175 of 1,622 in this goal

Seeks to provide a growing stream of income over time and long-term capital appreciation.

By Vanguard · Launched 2025

Annual Cost

0.40%

#2,058 of 5,562 · average

Fund Size

$25M

#4,198 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

7 months

#4,964 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,431+4.3%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Dividend

What it actually holds

By weight

Concentration

Top 10 holdings = 45.1% of fundmoderately concentrated

Broadcom Inc

5.9%

Eli Lilly & Co

5.2%

Alphabet Inc

4.9%

Microsoft Corp

4.6%

Mastercard Inc

4.3%

American Express Co

4.1%

Chubb Ltd

4.1%

TJX Cos Inc/The

4.0%

S&P Global Inc

4.0%

Linde PLC

3.9%

Asset allocation

Stocks

98.6%

Cash

1.4%

By sector

Financial Services

25.3%

Technology

23.3%

Consumer Cyclical

13.0%

Healthcare

12.7%

Industrials

10.2%

Consumer Defensive

7.2%

Basic Materials

4.4%

Communication

3.5%

Other

0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-11.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to provide a growing stream of income over time and long-term capital appreciation.
Strategy: Employs active management investing primarily in large-cap stocks that offer current dividends. Focuses on high-quality companies with potential for earnings growth and increasing dividends across sectors.
Inception date: November 14, 2025
Fund family: Vanguard