LPL Financial
CGVV icon

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
Q3 		$7.03M Buy
227,429
+80,923
+55% +$2.54M ﹤0.01% 2513
2026
Q2 		$4.53M Buy
+146,506
New +$4.34M ﹤0.01% 2898

Other funds holding CGVV

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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 $132M AUM 18.58% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

LPL Financial's CGVV Position: Q3 2026 in Review

LPL Financial increased its Capital Group U.S. Large Value ETF (CGVV) stake by 55% in Q3 2026, buying an estimated $2.54M and bringing the position to 227,429 shares worth $7.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

LPL Financial first reported a position in CGVV in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold CGVV as of Q3 2026.

  • LPL Financial held 227,429 shares of Capital Group U.S. Large Value ETF worth $7.03M as of Q3 2026.
  • LPL Financial bought 80,923 Capital Group U.S. Large Value ETF shares in Q3 2026, an estimated $2.54M.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2513 holding.
  • LPL Financial first reported a position in Capital Group U.S. Large Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.