VDIG - ETF AI Analysis
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Vanguard Wellington Dividend Growth Active ETF (VDIG)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past three months and year-to-date, indicating positive recent momentum.
Leading Growth-Oriented Holdings
Several top positions like Broadcom, Eli Lilly, Linde, Texas Instruments, Honeywell, and KLA have delivered strong performance, helping support the fund’s returns.
Diversified Sector Mix
Holdings spread across technology, financials, health care, consumer sectors, and industrials help reduce the impact of weakness in any single industry.
Negative Factors
High U.S. Concentration
With the vast majority of assets in U.S. companies, the fund is heavily tied to the health of the U.S. market and offers limited international diversification.
Notable Lagging Top Holdings
Some major positions such as Microsoft, Mastercard, Visa, and Home Depot have shown weak performance year-to-date, which can drag on overall returns.
Moderate Expense Ratio
The fund’s expense ratio is higher than many low-cost index ETFs, meaning a slightly larger portion of returns goes toward fees each year.
VDIG vs. SPDR S&P 500 ETF (SPY)
AUM31.91M
RegionNorth America
Expense Ratio0.40%
Beta0.80
IssuerVanguard
Inception DateNov 14, 2025
Dividend Yield0.12%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,360
30 Day Avg. Volume8,727
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
73.80Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering40
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VDIG Summary
VDIG is the Vanguard Wellington Dividend Growth Active ETF, which focuses on large U.S. companies that regularly pay and grow their dividends. It doesn’t track a set index, but instead is actively managed to pick strong, established businesses with solid earnings. Top holdings include well-known names like Microsoft and Visa. Someone might invest in this ETF to seek a mix of long-term growth and a growing stream of dividend income, while spreading money across several sectors. A key risk is that stock prices and dividend payments can still go up and down with the overall market.
How much will it cost me?The Vanguard Wellington Dividend Growth Active ETF (VDIG) has an expense ratio of 0.40%, meaning you’ll pay $4 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Vanguard Wellington Dividend Growth Active ETF (VDIG) could benefit from strong performance in the technology and healthcare sectors, which are key areas of focus for the fund, as well as continued demand for dividend-paying stocks during uncertain economic times. However, rising interest rates or economic slowdowns could negatively impact the financial and consumer cyclical sectors, which also make up a significant portion of the ETF's holdings. Additionally, regulatory changes or geopolitical tensions affecting large-cap U.S. companies could pose risks to the fund's performance.
VDIG Top 10 Holdings
VDIG leans heavily on U.S. blue chips, with a clear tilt toward tech and financials. Microsoft and Apple are steady engines for the fund, helped by ongoing strength in cloud, AI, and services, while Mastercard and JPMorgan add ballast from the financial side with generally rising trends. Health care is another key pillar: Merck and Amgen have been climbing, giving the ETF a defensive yet growth-oriented backbone. Broadcom and Linde, however, are losing steam, slightly dragging on performance and showing that not every growth story in the portfolio is firing at once.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Mastercard | 6.85% | $2.17M | $497.27B | 0.02% | 75 Outperform | |
| Microsoft | 6.31% | $2.00M | $3.83T | -1.04% | 79 Outperform | |
| Broadcom | 5.35% | $1.69M | $1.68T | 6.61% | 76 Outperform | |
| Eli Lilly & Co | 4.79% | $1.52M | $1.11T | 63.08% | 72 Outperform | |
| JPMorgan Chase | 4.24% | $1.34M | $911.92B | 6.62% | 72 Outperform | |
| Merck & Company | 4.18% | $1.32M | $367.07B | 89.22% | 80 Outperform | |
| Apple | 3.74% | $1.18M | $4.98T | 33.00% | 79 Outperform | |
| BlackRock | 3.42% | $1.08M | $176.50B | -8.87% | 77 Outperform | |
| Amgen | 3.11% | $984.65K | $224.15B | 52.62% | 77 Outperform | |
| Linde | 3.07% | $973.26K | $216.61B | -0.93% | 66 Neutral |
VDIG Technical Analysis
Negative
―
Price Trends
63.42
Negative
62.68
Negative
61.49
Positive
Market Momentum
-0.29
Negative
41.22
Neutral
57.34
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VDIG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 62.51, equal to the 50-day MA of 63.42, and equal to the 200-day MA of 61.49, indicating a neutral trend. The MACD of -0.29 indicates Negative momentum. The RSI at 41.22 is Neutral, neither overbought nor oversold. The STOCH value of 57.34 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for VDIG.
VDIG Peer Comparison
Comparison Results
Performance Comparison
VDIG
Vanguard Wellington Dividend Growth Active ETF
62.14
2.77
4.67%
PRXG
Praxis Impact Large Cap Growth ETF
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AFGR
First Trust Active Factor Large Cap Growth ETF
―
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AQLG
Highland Capital Large Capital Growth ETF
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―
CGGG
Capital Group U.S. Large Growth ETF
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―
IWFG
IQ Winslow Focused Large Cap Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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