BIA
CGVV

BHK Investment Advisors’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

BHK Investment Advisors’s Portfolio CGVV Stock Details CGVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$829K Buy
26,820
+5,595
+26% +$166K 0.25% 46
2026
Q1 		$568K Buy
21,225
+3,465
+20% +$96.9K 0.19% 51
2025
Q4 		$478K Buy
+17,760
New +$472K 0.16% 53

Other funds holding CGVV

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
RFS
RM Financial Services Falmouth, Maine $135M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM

BHK Investment Advisors's CGVV Position: Q2 2026 in Review

BHK Investment Advisors increased its Capital Group U.S. Large Value ETF (CGVV) stake by 26% in Q2 2026, buying an estimated $166K and bringing the position to 26,820 shares worth $829K. The position accounts for 0.25% of the portfolio, ranked #46.

BHK Investment Advisors first reported a position in CGVV in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

  • BHK Investment Advisors held 26,820 shares of Capital Group U.S. Large Value ETF worth $829K as of Q2 2026.
  • BHK Investment Advisors bought 5,595 Capital Group U.S. Large Value ETF shares in Q2 2026, an estimated $166K.
  • Capital Group U.S. Large Value ETF made up 0.25% of BHK Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • BHK Investment Advisors first reported a position in Capital Group U.S. Large Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.