Purchases and Sales Made in Q2 2025 in T Rowe Price Exchange Traded F (TDVG)
This table provides information about the institutional ownership of T Rowe Price Exchange Traded F (TDVG) during Q2 2025. The information is specifically focused on institutions that hold shares of T ROWE PRICE EXCHANGE TRADED F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
217K+ 18.93% |
$7.84M - $9.2M
|
1.36M
$58.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
145KNew |
$5.23M - $6.14M
|
145K
$6.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
74K+ 36.88% |
$2.67M - $3.13M
|
275K
$11.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
39.3K+ 54.41% |
$1.42M - $1.66M
|
111K
$4.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39K+ 27.24% |
$1.41M - $1.65M
|
182K
$7.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.8K+ 35.27% |
$750K - $880K
|
79.7K
$3.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3K+ 14.3% |
$697K - $818K
|
154K
$6.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 30.99% |
$618K - $725K
|
72.3K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16.1K+ 45.19% |
$581K - $682K
|
51.7K
$2.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15.2K+ 264.13% |
$550K - $645K
|
21K
$894K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.1K+ 4.43% |
$544K - $638K
|
355K
$15.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
13.7K+ 125.57% |
$494K - $579K
|
24.5K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.3K+ 142.71% |
$446K - $523K
|
21K
$895K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.6K+ 1.94% |
$347K - $407K
|
504K
$21.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.72K+ 108.89% |
$315K - $370K
|
16.7K
$713K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.11KNew |
$293K - $344K
|
8.11K
$346K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.55K+ 12.93% |
$237K - $278K
|
57.2K
$2.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.49K+ 224.21% |
$234K - $275K
|
9.39K
$400K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.25KNew |
$190K - $222K
|
5.25K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.25KNew |
$190K - $222K
|
5.25K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.2KNew |
$188K - $220K
|
5.2K
$221K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4.55K+ 1.74% |
$164K - $193K
|
266K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.14K+ 18.59% |
$114K - $133K
|
20.1K
$855K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.09K+ 28.45% |
$112K - $131K
|
13.9K
$594K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.81K+ 44.05% |
$102K - $119K
|
9.2K
$392K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.44K+ 0.93% |
$88.1K - $103K
|
264K
$11.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2.21K+ 25.36% |
$79.8K - $93.7K
|
10.9K
$466K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.04K+ 455.8% |
$73.8K - $86.5K
|
2.49K
$106K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.64K+ 13.71% |
$59.1K - $69.4K
|
13.6K
$579K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.19K+ 8.83% |
$42.8K - $50.2K
|
14.6K
$623K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
791New |
$28.6K - $33.5K
|
791
$33.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
327+ 1.54% |
$11.8K - $13.9K
|
21.6K
$919K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
261+ 0.99% |
$9.43K - $11.1K
|
26.6K
$1.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
253+ 0.27% |
$9.14K - $10.7K
|
92.6K
$3.95M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
184+ 1.19% |
$6.65K - $7.8K
|
15.6K
$667K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
159+ 1.76% |
$5.74K - $6.74K
|
9.19K
$392K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
158+ 0.99% |
$5.71K - $6.7K
|
16.1K
$687K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
25+ 0.49% |
$903 - $1.06K
|
5.13K
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5+ 0.05% |
$181 - $212
|
10.4K
$445K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.21% |
$72.2 - $84.8
|
950
$40.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.0% |
$72.2 - $84.8
|
43.9K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-11- 0.13% |
$397 - $466
|
8.66K
$369K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-28- 0.14% |
$1.01K - $1.19K
|
19.8K
$844K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-51- 0.2% |
$1.84K - $2.16K
|
25.9K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-152- 0.15% |
$5.49K - $6.44K
|
100K
$4.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-164- 0.85% |
$5.92K - $6.95K
|
19.1K
$813K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-236- 7.16% |
$8.52K - $10K
|
3.06K
$130K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-309- 5.07% |
$11.2K - $13.1K
|
5.78K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-649- 9.07% |
$23.4K - $27.5K
|
6.51K
$277K
|