Cape Investment Advisory’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Cape Investment Advisory’s Portfolio TDVG Stock Details TDVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.5K	Buy	+521	New	+$24.7K	0.01%	659

Other funds holding TDVG

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Cape Investment Advisory's TDVG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in T. Rowe Price Dividend Growth ETF (TDVG) in Q2 2026: 521 shares worth $25.5K. The stake represents 0.01% of the portfolio and ranks #659 among its holdings.

38 funds tracked by Wall St. Rank hold TDVG as of Q2 2026.

Cape Investment Advisory held 521 shares of T. Rowe Price Dividend Growth ETF worth $25.5K as of Q2 2026.
T. Rowe Price Dividend Growth ETF was a new Cape Investment Advisory position in Q2 2026.
T. Rowe Price Dividend Growth ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #659 holding.
38 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.