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 Q2	$440K	Hold	8,973	–	–	﹤0.01%	580
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 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

Moneta Group Investment Advisors's TDVG Position: Q2 2026 in Review

Moneta Group Investment Advisors held its T. Rowe Price Dividend Growth ETF (TDVG) position steady in Q2 2026 at 8,973 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Moneta Group Investment Advisors first reported a position in TDVG in Q2 2024 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold TDVG as of Q2 2026.

Moneta Group Investment Advisors held 8,973 shares of T. Rowe Price Dividend Growth ETF worth $440K as of Q2 2026.
Moneta Group Investment Advisors 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 Moneta Group Investment Advisors's portfolio in Q2 2026, its #580 holding.
Moneta Group Investment Advisors first reported a position in T. Rowe Price Dividend Growth ETF in Q2 2024 and has held it in 9 quarters since.
139 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.