Dempze Nancy E VDIGX — VANGUARD DIVIDEND GROWTH FD

Ownership history in Dempze Nancy E  ·  18 quarters on record

AI Ownership Summary

Dempze Nancy E reported VANGUARD DIVIDEND GROWTH FD (VDIGX) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.41% in 2023 Q4. The latest visible filing shows VDIGX at 0.70% 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 Dempze Nancy E's position in VANGUARD DIVIDEND GROWTH FD, 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 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.41% 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 Dempze Nancy E fund profile Dempze Nancy E full holdings
How Dempze Nancy E held VDIGX — position size vs. price
% of Fund (quarterly)    VDIGX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 43.8% -5.1% ✅ 40,634 -31,674 -43.8% 0.70% $1.3M 2026-02-14 (Est.) $30.90
2025 Q3 UNCHANGED — — — 72,308 — 0% 1.46% $2.7M 2025-11-10 $29.70
2025 Q2 UNCHANGED — — — 72,308 — 0% 1.51% $2.6M 2025-07-23 $29.38
2025 Q1 UNCHANGED — — — 72,308 — 0% 1.53% $2.6M 2025-05-06 $27.79
2024 Q4 UNCHANGED — — — 72,308 — 0% 1.51% $2.6M 2025-02-13 $28.91
2024 Q3 REDUCED 6.5% -4.9% ✅ 72,308 -4,990 -6.5% 1.69% $3.0M 2024-11-12 $29.26
2024 Q2 UNCHANGED — — — 77,298 — 0% 2.02% $2.9M 2024-08-12 $27.69
2024 Q1 UNCHANGED — — — 77,298 — 0% 2.30% $3.0M 2024-05-14 $27.26
2023 Q4 UNCHANGED — — — 77,298 — 0% 2.41% $2.9M 2024-02-14 $26.64
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VDIGX

As of 2026 Q1 — sorted by position size

Fairfield Financial Advisors, LTD 3.52% KELLEHER FINANCIAL ADVISORS 3Y 7Y 0.78% Redwood Wealth Management Group, LLC 3Y 0.7% FULTON BANK, N.A. 3Y 7Y 0.31% Coston, McIsaac & Partners 3Y 0.11%

FAQ About Dempze Nancy E and VDIGX

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

How long has Dempze Nancy E reported owning VDIGX?

Dempze Nancy E reported VDIGX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VDIGX position in Dempze Nancy E's portfolio?

The largest reported portfolio weight for VDIGX was 2.41% in 2023 Q4.

What is the latest reported VDIGX position on this page?

The most recent filing on this page is 2025 Q4, when Dempze Nancy E reported 40,634 shares, equal to 0.70% of portfolio, with an estimated market value of $1.3M.

What does the chart on this VDIGX ownership page compare?

The chart compares Dempze Nancy E'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.

How well did Dempze Nancy E time their VDIGX position?

Based on 13F filing dates vs. subsequent VDIGX price moves, Dempze Nancy E correctly timed 3 out of 4 reported position changes (75%).

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