VDIGX Mutual Fund
NAV$32.79
AUM$36.4B
TER0.22%
Holdings55
VDIGX Mutual Fund
NAV$32.79
Vanguard Dividend Growth Fund Investor Class
AUM$36.4B
TER0.22%
Holdings55
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VDIGX Mutual Fund Overlap Analysis
VDIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VDIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, VDIGX may share significant positions with broad-market funds.
VDIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VDIGX tax-loss harvesting finds highly correlated but non-identical funds.