EP Wealth Advisors’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

EP Wealth Advisors’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	$125K	Buy	+2,543	New	+$120K	﹤0.01%	1627

Other funds holding TDVG

SFA

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

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EP Wealth Advisors's TDVG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in T. Rowe Price Dividend Growth ETF (TDVG) in Q2 2026: 2,543 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #1627 among its holdings.

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

EP Wealth Advisors held 2,543 shares of T. Rowe Price Dividend Growth ETF worth $125K as of Q2 2026.
T. Rowe Price Dividend Growth ETF was a new EP Wealth Advisors position in Q2 2026.
T. Rowe Price Dividend Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1627 holding.
138 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.