Cambridge Investment Research Advisors
CGVV

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

Cambridge Investment Research 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 		$925K Buy
29,935
+9,817
+49% +$291K ﹤0.01% 2385
2026
Q1 		$538K Buy
20,118
+4,821
+32% +$135K ﹤0.01% 2731
2025
Q4 		$411K Buy
+15,297
New +$407K ﹤0.01% 2915

Other funds holding CGVV

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
RFS
RM Financial Services Falmouth, Maine $135M AUM
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
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
BIA
BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

Cambridge Investment Research Advisors's CGVV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group U.S. Large Value ETF (CGVV) stake by 49% in Q2 2026, buying an estimated $291K and bringing the position to 29,935 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Cambridge Investment Research Advisors first reported a position in CGVV in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

  • Cambridge Investment Research Advisors held 29,935 shares of Capital Group U.S. Large Value ETF worth $925K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 9,817 Capital Group U.S. Large Value ETF shares in Q2 2026, an estimated $291K.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2385 holding.
  • Cambridge Investment Research Advisors first reported a position in Capital Group U.S. Large Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.