The Fund Grade · free · no account needed

What grade does VDIGX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

C

Fundprints Fund Grade · as of 2026-10-01

Vanguard Dividend Growth

#193 of 500 graded active funds · growth · large segment peer group

The point · specialist footprint

VDIGX puts more of its book behind proven specialists than 71% of graded funds.

Bottom 20%

Bottom 40%

Middle

● Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8% per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.

10,000+ funds tracked · the graded specialists among them drive every read

You pay 0.20% a year for a C.

3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →

The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

VDIGX vs the Honor Roll · share card ↗

Conviction exposure

39.7%

of the book in specialist-converged names

Late-stage weight

24.6%

of the book in Crowded or Fading names

Active share

88.6%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book: top names by stage · as of 2026-10-20

Early Conviction
MSFT 5.2%AAPL 3.4%WFC 2.7%+8 locked
Consensus
LLY 3.9%TXN 3.7%MA 3.4%+17 locked
Emerging
KLAC 2.8%HON 2.4%MCD 1.6%+3 locked
Crowded
HD 2.5%NKE 2%GOOGL 1.7%
Fading
AVGO 6.5%TJX 2.3%SYK 2.1%+4 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

Vanguard Dividend Growth earns a C grade, ranking 193 of 500, despite its low 0.20% fee. Specialists are quietly exiting its largest holding, AVGO at 6.5%, along with TJX and SYK. The brighter spots are MSFT and AAPL, where specialists are still building early conviction.

→ Watch the AVGO position closely at 6.5% weight, as specialist exit in a top holding is a meaningful red flag.

→ Compare this C grade against higher graded funds in the same Vanguard family before assuming the low fee justifies staying.

Support leaving these positions

AVGO 6.5% of the fund · Fading

HD 2.5% of the fund · Crowded

TJX 2.3% of the fund · Fading

SYK 2.1% of the fund · Fading

NKE 2% of the fund · Crowded

Where it's genuinely early

MSFT 5.2% of the fund · Early Conviction

AAPL 3.4% of the fund · Early Conviction

KLAC 2.8% of the fund · Emerging

Read from today's disclosed book. Evidence, not advice.

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