Envestnet Asset Management
CGVV

Envestnet Asset Management’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Envestnet Asset Management’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 		$4.7M Buy
151,970
+130,995
+625% +$3.88M ﹤0.01% 2508
2026
Q1 		$561K Buy
20,975
+11,837
+130% +$331K ﹤0.01% 3854
2025
Q4 		$246K Buy
+9,138
New +$243K ﹤0.01% 4148

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Envestnet Asset Management's CGVV Position: Q2 2026 in Review

Envestnet Asset Management increased its Capital Group U.S. Large Value ETF (CGVV) stake by 625% in Q2 2026, buying an estimated $3.88M and bringing the position to 151,970 shares worth $4.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Envestnet Asset Management 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.

  • Envestnet Asset Management held 151,970 shares of Capital Group U.S. Large Value ETF worth $4.7M as of Q2 2026.
  • Envestnet Asset Management bought 130,995 Capital Group U.S. Large Value ETF shares in Q2 2026, an estimated $3.88M.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2508 holding.
  • Envestnet Asset Management 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.