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
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

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
RFS
RM Financial Services Falmouth, Maine $116M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BHK Investment Advisors's CGVV Position: Q1 2026 in Review

BHK Investment Advisors increased its Capital Group U.S. Large Value ETF (CGVV) stake by 20% in Q1 2026, buying an estimated $96.9K and bringing the position to 21,225 shares worth $568K. The position accounts for 0.19% of the portfolio, ranked #51.

BHK Investment Advisors first reported a position in CGVV in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold CGVV as of Q1 2026.

  • BHK Investment Advisors held 21,225 shares of Capital Group U.S. Large Value ETF worth $568K as of Q1 2026.
  • BHK Investment Advisors bought 3,465 Capital Group U.S. Large Value ETF shares in Q1 2026, an estimated $96.9K.
  • Capital Group U.S. Large Value ETF made up 0.19% of BHK Investment Advisors's portfolio in Q1 2026, its #51 holding.
  • BHK Investment Advisors first reported a position in Capital Group U.S. Large Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.