LPL Financial
CGVV

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

LPL Financial’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 		$4.53M Buy
+146,506
New +$4.34M ﹤0.01% 2898

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial's CGVV Position: Q2 2026 in Review

LPL Financial opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q2 2026: 146,506 shares worth $4.53M. The stake represents ﹤0.01% of the portfolio and ranks #2898 among its holdings.

25 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

  • LPL Financial held 146,506 shares of Capital Group U.S. Large Value ETF worth $4.53M as of Q2 2026.
  • Capital Group U.S. Large Value ETF was a new LPL Financial position in Q2 2026.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2898 holding.
  • 25 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.