NWS
TDVG icon

Nvest Wealth Strategies’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Nvest Wealth Strategies’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 		$1.11M Buy
22,591
+10,789
+91% +$511K 0.69% 20
2026
Q1 		$527K Buy
+11,802
New +$541K 0.37% 23

Other funds holding TDVG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $182M AUM 18.36% 1-Year Est. Return

Nvest Wealth Strategies's TDVG Position: Q2 2026 in Review

Nvest Wealth Strategies increased its T. Rowe Price Dividend Growth ETF (TDVG) stake by 91% in Q2 2026, buying an estimated $511K and bringing the position to 22,591 shares worth $1.11M. The position accounts for 0.69% of the portfolio, ranked #20.

Nvest Wealth Strategies first reported a position in TDVG in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold TDVG as of Q2 2026.

  • Nvest Wealth Strategies held 22,591 shares of T. Rowe Price Dividend Growth ETF worth $1.11M as of Q2 2026.
  • Nvest Wealth Strategies bought 10,789 T. Rowe Price Dividend Growth ETF shares in Q2 2026, an estimated $511K.
  • T. Rowe Price Dividend Growth ETF made up 0.69% of Nvest Wealth Strategies's portfolio in Q2 2026, its #20 holding.
  • Nvest Wealth Strategies first reported a position in T. Rowe Price Dividend Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.