Winthrop Advisory Group’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Winthrop Advisory Group’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	$935K	Buy	19,069 +2,900	+18%	+$137K	0.06%	93
2026 Q1	$722K	Buy	16,169 +1,446	+10%	+$66.3K	0.06%	91
2025 Q4	$662K	Sell	14,723 -3,513	-19%	-$156K	0.06%	93
2025 Q3	$802K	Buy	+18,236	New	+$784K	0.07%	79

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

Winthrop Advisory Group's TDVG Position: Q2 2026 in Review

Winthrop Advisory Group increased its T. Rowe Price Dividend Growth ETF (TDVG) stake by 18% in Q2 2026, buying an estimated $137K and bringing the position to 19,069 shares worth $935K. The position accounts for 0.06% of the portfolio, ranked #93.

Winthrop Advisory Group first reported a position in TDVG in Q3 2025 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold TDVG as of Q2 2026.

Winthrop Advisory Group held 19,069 shares of T. Rowe Price Dividend Growth ETF worth $935K as of Q2 2026.
Winthrop Advisory Group bought 2,900 T. Rowe Price Dividend Growth ETF shares in Q2 2026, an estimated $137K.
T. Rowe Price Dividend Growth ETF made up 0.06% of Winthrop Advisory Group's portfolio in Q2 2026, its #93 holding.
Winthrop Advisory Group first reported a position in T. Rowe Price Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
139 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.