LFG
CGVV

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
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

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
RFS
RM Financial Services Falmouth, Maine $135M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Larson Financial Group's CGVV Position: Q1 2026 in Review

Larson Financial Group held its Capital Group U.S. Large Value ETF (CGVV) position steady in Q1 2026 at 1,006 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Larson Financial Group first reported a position in CGVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.1K in Q4 2025. 31 funds tracked by Wall St. Rank hold CGVV as of Q1 2026.

  • Larson Financial Group held 1,006 shares of Capital Group U.S. Large Value ETF worth $26.9K as of Q1 2026.
  • Larson Financial Group left its Capital Group U.S. Large Value ETF share count unchanged in Q1 2026.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1681 holding.
  • Larson Financial Group first reported a position in Capital Group U.S. Large Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Capital Group U.S. Large Value ETF position peaked at $27.1K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.