Rockefeller Capital Management’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Rockefeller Capital Management’s Portfolio VSDA Stock Details VSDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$259K	Sell	4,458 -77	-2%	-$4.29K	﹤0.01%	2459
2026 Q1	$247K	Sell	4,535 -454	-9%	-$25.4K	﹤0.01%	2361
2025 Q4	$263K	Buy	4,989 +3,065	+159%	+$162K	﹤0.01%	2221
2025 Q3	$103K	Buy	+1,924	New	+$103K	﹤0.01%	2565
2023 Q1	–	Sell	-1,652	Closed	-$73K	–	3845
2022 Q4	$73K	Sell	1,652 -695	-30%	-$30.5K	﹤0.01%	2196
2022 Q3	$92K	Buy	2,347 +875	+59%	+$38K	﹤0.01%	2036
2022 Q2	$61K	Buy	1,472 +384	+35%	+$17K	﹤0.01%	2199
2022 Q1	$50K	Buy	1,088 +3	+0.3%	+$135	﹤0.01%	2302
2021 Q4	$51K	Buy	+1,085	New	+$49.6K	﹤0.01%	2212

Other funds holding VSDA

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APFP

Action Point Financial Planning Grand Rapids, Michigan $984M AUM

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

Rockefeller Capital Management's VSDA Position: Q2 2026 in Review

Rockefeller Capital Management reduced its VictoryShares Dividend Accelerator ETF (VSDA) stake by 1.7% in Q2 2026, selling an estimated $4.29K and leaving 4,458 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Rockefeller Capital Management first reported a position in VSDA in Q4 2021 and has held it in 9 quarters since. The position peaked at $263K in Q4 2025. 49 funds tracked by Wall St. Rank hold VSDA as of Q2 2026.

Rockefeller Capital Management held 4,458 shares of VictoryShares Dividend Accelerator ETF worth $259K as of Q2 2026.
Rockefeller Capital Management sold 77 VictoryShares Dividend Accelerator ETF shares in Q2 2026, an estimated $4.29K.
VictoryShares Dividend Accelerator ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2459 holding.
Rockefeller Capital Management first reported a position in VictoryShares Dividend Accelerator ETF in Q4 2021 and has held it in 9 quarters since.
Rockefeller Capital Management's VictoryShares Dividend Accelerator ETF position peaked at $263K in Q4 2025.
49 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.