VDIGX — VANGUARD DIVIDEND GROWTH FUND INV

Ownership history in Coston, McIsaac & Partners  ·  14 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported VANGUARD DIVIDEND GROWTH FUND INV (VDIGX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows VDIGX at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VDIGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in VANGUARD DIVIDEND GROWTH FUND INV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VDIGX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VDIGX stock page Coston, McIsaac & Partners fund profile Coston, McIsaac & Partners full holdings
How Coston, McIsaac & Partners held VDIGX — position size vs. price
% of Fund (quarterly)    VDIGX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,538 +1,024 +22.7% 0.04% $181K 2026-02-14 (Est.) $28.64
2025 Q3 REDUCED 4,514 -1,282 -22.1% 0.04% $166K 2025-11-05 $23.48
2025 Q2 ADDED 5,796 +40 +0.7% 0.05% $209K 2025-08-12 $23.13
2025 Q1 ADDED 5,756 +145 +2.6% 0.06% $202K 2025-05-13 $22.44
2024 Q4 ADDED 5,611 +510 +10.0% 0.06% $202K 2025-01-23 $22.26
2024 Q3 UNCHANGED 5,101 — 0% 0.06% $213K 2024-10-22 $20.76
2024 Q2 ADDED 5,101 +39 +0.8% 0.06% $193K 2024-07-31 $19.69
2024 Q1 REDUCED 5,062 -190 -3.6% 0.06% $196K 2024-04-17 $18.39
2023 Q4 ADDED 5,252 +78 +1.5% 0.07% $194K 2024-01-23 $18.23
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VDIGX

As of 2025 Q4 — sorted by position size

Fairfield Financial Advisors, LTD 3.57% KELLEHER FINANCIAL ADVISORS 3Y 7Y 0.89% Redwood Wealth Management Group, LLC 3Y 0.78% Dempze Nancy E 3Y 7Y 0.7% FULTON BANK, N.A. 3Y 7Y 0.45% Garton & Associates Financial Advisors LLC 0.08% Jackson Wealth Management, LLC 3Y 7Y 0.07% Arvest Bank Trust Division 3Y 7Y 0.02% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.01% GREAT LAKES ADVISORS, LLC 3Y 7Y 0.0%

FAQ About Coston, McIsaac & Partners and VDIGX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning VDIGX?

Coston, McIsaac & Partners reported VDIGX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VDIGX position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for VDIGX was 0.07% in 2023 Q4.

What is the latest reported VDIGX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 5,538 shares, equal to 0.04% of portfolio, with an estimated market value of $181K.

What does the chart on this VDIGX ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly VDIGX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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