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Moneta Group Investment Advisors’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Moneta Group Investment 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
Q1 		$400K Buy
8,973
+508
+6% +$23.3K ﹤0.01% 561
2025
Q4 		$381K Buy
8,465
+104
+1% +$4.62K ﹤0.01% 569
2025
Q3 		$368K Buy
8,361
+79
+1% +$3.4K ﹤0.01% 567
2025
Q2 		$351K Buy
8,282
+576
+7% +$23.2K ﹤0.01% 521
2025
Q1 		$311K Buy
7,706
+22
+0.3% +$898 ﹤0.01% 517
2024
Q4 		$304K Buy
7,684
+1,217
+19% +$49.6K ﹤0.01% 529
2024
Q3 		$265K Buy
6,467
+93
+1% +$3.69K ﹤0.01% 551
2024
Q2 		$245K Buy
+6,374
New +$241K ﹤0.01% 532

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 $132B AUM 28.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moneta Group Investment Advisors's TDVG Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its T. Rowe Price Dividend Growth ETF (TDVG) stake by 6% in Q1 2026, buying an estimated $23.3K and bringing the position to 8,973 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Moneta Group Investment Advisors first reported a position in TDVG in Q2 2024 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold TDVG as of Q1 2026.

  • Moneta Group Investment Advisors held 8,973 shares of T. Rowe Price Dividend Growth ETF worth $400K as of Q1 2026.
  • Moneta Group Investment Advisors bought 508 T. Rowe Price Dividend Growth ETF shares in Q1 2026, an estimated $23.3K.
  • T. Rowe Price Dividend Growth ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #561 holding.
  • Moneta Group Investment Advisors first reported a position in T. Rowe Price Dividend Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 130 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.