OLVIG
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Oliver Lagore Vanvalin Investment Group’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.6K Buy
+100
New +$2.6K ﹤0.01% 534

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PW
PUREfi Wealth Boston, Massachusetts $182M AUM 26.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's CGSM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2025: 100 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings.

98 funds tracked by Wall St. Rank hold CGSM as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 100 shares of Capital Group Short Duration Municipal Income ETF worth $2.6K as of Q2 2025.
  • Capital Group Short Duration Municipal Income ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #534 holding.
  • 98 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.