Larson Financial Group
CGVV icon

Larson Financial Group’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Larson Financial Group’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 		$39.4K Buy
1,276
+270
+27% +$8K ﹤0.01% 1632
2026
Q1 		$26.9K Hold
1,006
– – ﹤0.01% 1681
2025
Q4 		$27.1K Buy
1,006
+6
+0.6% +$160 ﹤0.01% 1545
2025
Q3 		$26.4K Buy
+1,000
New +$25.9K ﹤0.01% 1481

Other funds holding CGVV

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return
RM Financial Services
RM Financial Services Falmouth, Maine $135M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $529M AUM

Larson Financial Group's CGVV Position: Q2 2026 in Review

Larson Financial Group increased its Capital Group U.S. Large Value ETF (CGVV) stake by 27% in Q2 2026, buying an estimated $8K and bringing the position to 1,276 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Larson Financial Group first reported a position in CGVV in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

  • Larson Financial Group held 1,276 shares of Capital Group U.S. Large Value ETF worth $39.4K as of Q2 2026.
  • Larson Financial Group bought 270 Capital Group U.S. Large Value ETF shares in Q2 2026, an estimated $8K.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1632 holding.
  • Larson Financial Group first reported a position in Capital Group U.S. Large Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.