Commonwealth Equity Services’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$789K Buy
25,545
+3,065
+14% +$90.9K ﹤0.01% 2908
2026
Q1
$601K Buy
22,480
+7,489
+50% +$209K ﹤0.01% 3050
2025
Q4
$403K Buy
+14,991
New +$399K ﹤0.01% 3368

Other funds holding CGVV

Commonwealth Equity Services's CGVV Position: Q2 2026 in Review

Commonwealth Equity Services increased its Capital Group U.S. Large Value ETF (CGVV) stake by 14% in Q2 2026, buying an estimated $90.9K and bringing the position to 25,545 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Commonwealth Equity Services first reported a position in CGVV in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

  • Commonwealth Equity Services held 25,545 shares of Capital Group U.S. Large Value ETF worth $789K as of Q2 2026.
  • Commonwealth Equity Services bought 3,065 Capital Group U.S. Large Value ETF shares in Q2 2026, an estimated $90.9K.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2908 holding.
  • Commonwealth Equity Services first reported a position in Capital Group U.S. Large Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.