CGVV β€” CAPITAL GROUP U.S. LARGE VALUE ETF

Ownership history in Sunbelt Securities, Inc.  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Sunbelt Securities, Inc. reported a position in CAPITAL GROUP U.S. LARGE VALUE ETF (CGVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    CGVV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 1,976 β€” β€” 0.00% $53K $26.90

🏒 Other funds also holding CGVV

As of 2025 Q4 β€” sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 0.16% Capital Group Private Client Services, Inc. 3Y 0.09% Sigma Planning Corp 3Y 7Y 0.01% SITTNER & NELSON, LLC 3Y 0.01% Confluence Wealth Services, Inc. 3Y 0.01% Capital International Investors 3Y 7Y 0.0% EverSource Wealth Advisors, LLC 3Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0%
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