BFC Planning, Inc.’s Capital Group U.S. Large Value ETF CGVV Stock Holding History
Bought
Maintained
Sold
Other funds holding CGVV
VH
BFC Planning, Inc.'s CGVV Position: Q2 2026 in Review
BFC Planning, Inc. increased its Capital Group U.S. Large Value ETF (CGVV) stake by 40% in Q2 2026, buying an estimated $235K and bringing the position to 27,723 shares worth $857K. The position accounts for 0.03% of the portfolio, ranked #443.
BFC Planning, Inc. first reported a position in CGVV in Q3 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.
- BFC Planning, Inc. held 27,723 shares of Capital Group U.S. Large Value ETF worth $857K as of Q2 2026.
- BFC Planning, Inc. bought 7,937 Capital Group U.S. Large Value ETF shares in Q2 2026, an estimated $235K.
- Capital Group U.S. Large Value ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #443 holding.
- BFC Planning, Inc. first reported a position in Capital Group U.S. Large Value ETF in Q3 2025 and has held it in 4 quarters since.
- 37 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.