SFA
TDVG icon

Sequoia Financial Advisors’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Sequoia Financial 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 		$216M Buy
4,396,076
+161,288
+4% +$7.64M 1.07% 19
2026
Q1 		$189M Buy
4,234,788
+93,079
+2% +$4.27M 1.06% 20
2025
Q4 		$186M Buy
4,141,709
+379,383
+10% +$16.9M 1.04% 20
2025
Q3 		$165M Buy
3,762,326
+3,430,206
+1,033% +$148M 1% 20
2025
Q2 		$14.1M Sell
332,120
-18,110
-5% -$731K 0.1% 159
2025
Q1 		$14.1M Sell
350,230
-8,828
-2% -$360K 0.11% 159
2024
Q4 		$14.2M Sell
359,058
-365,502
-50% -$14.9M 0.14% 142
2024
Q3 		$29.7M Sell
724,560
-17,833
-2% -$707K 0.32% 75
2024
Q2 		$28.6M Buy
742,393
+35,452
+5% +$1.34M 0.34% 70
2024
Q1 		$26.9M Buy
706,941
+15,231
+2% +$554K 0.33% 68
2023
Q4 		$24.4M Buy
+691,710
New +$23M 0.3% 70

Other funds holding TDVG

YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sequoia Financial Advisors's TDVG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its T. Rowe Price Dividend Growth ETF (TDVG) stake by 3.8% in Q2 2026, buying an estimated $7.64M and bringing the position to 4,396,076 shares worth $216M. The position accounts for 1.07% of the portfolio, ranked #19.

Sequoia Financial Advisors first reported a position in TDVG in Q4 2023 and has held it in 11 quarters since. 44 funds tracked by Wall St. Rank hold TDVG as of Q2 2026.

  • Sequoia Financial Advisors held 4,396,076 shares of T. Rowe Price Dividend Growth ETF worth $216M as of Q2 2026.
  • Sequoia Financial Advisors bought 161,288 T. Rowe Price Dividend Growth ETF shares in Q2 2026, an estimated $7.64M.
  • T. Rowe Price Dividend Growth ETF made up 1.07% of Sequoia Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Sequoia Financial Advisors first reported a position in T. Rowe Price Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 44 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.