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VDIGVanguard Wellington Dividend Growth Active ETF

Grow my moneyGet incomeNewRanked #1,121 of 1,650 in this goal

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

By Vanguard · Launched 2025

Annual Cost

0.40%

#2,023 of 5,861 · average

Fund Size

$27M

#4,234 of 5,861 · small

Return (1Y)Goal

N/A

Track Record

9 months

#4,859 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,685+6.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Dividend

What it actually holds

By weight

Concentration

Top 10 holdings = 43.0% of fundmoderately concentrated

Broadcom Inc
5.7%
Microsoft Corp
5.1%
Eli Lilly & Co
4.8%
Mastercard Inc
4.4%
Linde PLC
4.3%
Northrop Grumman Corp
4.1%
Honeywell International Inc
4.1%
Texas Instruments Inc
3.7%
TJX Cos Inc/The
3.6%
Home Depot Inc/The
3.3%

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

Listing

Exchange
Cboe BZX

Full fund details

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

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Data updated on 2026-08-04