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Cornerstone Planning Group’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Cornerstone Planning Group’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 		$36K Hold
731
– – ﹤0.01% 484
2026
Q1 		$34.4K Buy
+731
New +$33.5K ﹤0.01% 501
2023
Q4 		– Sell
-544
Closed -$17.5K – 1021
2023
Q3 		$17.5K Hold
544
– – 0.01% 329
2023
Q2 		$18.1K Buy
+544
New +$17.6K 0.01% 451
2022
Q4 		$20.3K Buy
+643
New +$19.9K 0.01% 438

Other funds holding TDVG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cornerstone Planning Group's TDVG Position: Q2 2026 in Review

Cornerstone Planning Group held its T. Rowe Price Dividend Growth ETF (TDVG) position steady in Q2 2026 at 731 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Cornerstone Planning Group first reported a position in TDVG in Q4 2022 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold TDVG as of Q2 2026.

  • Cornerstone Planning Group held 731 shares of T. Rowe Price Dividend Growth ETF worth $36K as of Q2 2026.
  • Cornerstone Planning Group left its T. Rowe Price Dividend Growth ETF share count unchanged in Q2 2026.
  • T. Rowe Price Dividend Growth ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #484 holding.
  • Cornerstone Planning Group first reported a position in T. Rowe Price Dividend Growth ETF in Q4 2022 and has held it in 5 quarters since.
  • 138 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.