Root Financial Partners
CGVV icon

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

Root Financial Partners’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 		$2.13K Buy
+69
New +$2.17K ﹤0.01% 2615

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
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Junk Investment Group
Junk Investment Group Hunt Valley, Maryland $241M AUM
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

Root Financial Partners's CGVV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q3 2026: 69 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #2615 among its holdings.

9 funds tracked by Wall St. Rank hold CGVV as of Q3 2026.

  • Root Financial Partners held 69 shares of Capital Group U.S. Large Value ETF worth $2.13K as of Q3 2026.
  • Capital Group U.S. Large Value ETF was a new Root Financial Partners position in Q3 2026.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2615 holding.
  • 9 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.