Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
22.4K+ 299.69% |
$967K - $1.01M
|
29.9K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
13.2K+ 59.07% |
$570K - $592K
|
35.5K
$1.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.1K+ 14.64% |
$566K - $589K
|
103K
$4.54M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
12.8KNew |
$553K - $575K
|
12.8K
$567K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9.1KNew |
$393K - $408K
|
9.1K
$403K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.35K+ 17.87% |
$274K - $285K
|
41.9K
$1.85M
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3.47K+ 24.07% |
$150K - $156K
|
17.9K
$792K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.16K+ 40.09% |
$137K - $142K
|
11.1K
$489K
|
|
|
Jan 20, 2026
Q4 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3.08K+ 14.26% |
$133K - $138K
|
24.7K
$1.09M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.96K+ 1.34% |
$84.7K - $88K
|
148K
$6.54M
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
936+ 0.98% |
$40.4K - $42K
|
96.4K
$4.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
802+ 8.28% |
$34.6K - $36K
|
10.5K
$464K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
774+ 4.74% |
$33.4K - $34.7K
|
17.1K
$757K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
402+ 4.59% |
$17.4K - $18K
|
9.15K
$405K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
351+ 0.8% |
$15.2K - $15.8K
|
44.3K
$1.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
144+ 0.56% |
$6.22K - $6.46K
|
25.7K
$1.14M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
36+ 0.31% |
$1.55K - $1.62K
|
11.8K
$521K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22+ 0.12% |
$950 - $987
|
19.1K
$846K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.18% |
$907 - $942
|
11.4K
$505K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
15New |
$648 - $673
|
15
$664
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.29% |
$173 - $180
|
1.38K
$61.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.21% |
$86.3 - $89.8
|
954
$42.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 0.19% |
$43.2 - $44.9
|
527
$23.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-88- 1.29% |
$3.8K - $3.95K
|
6.73K
$298K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-206- 0.48% |
$8.89K - $9.25K
|
42.4K
$1.88M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-837- 85.06% |
$36.1K - $37.6K
|
147
$6.51K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.06K- 20.03% |
$88.9K - $92.4K
|
8.22K
$364K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-3.25K- 58.6% |
$140K - $146K
|
2.3K
$102K
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.51K- 19.26% |
$152K - $158K
|
14.7K
$652K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.27K- 10.7% |
$271K - $281K
|
52.3K
$2.32M
|
|