SN
CGVV

Sittner & Nelson’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Sittner & Nelson’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 		$29K Hold
938
– – 0.01% 344
2026
Q1 		$25.1K Hold
938
– – 0.01% 361
2025
Q4 		$27.2K Buy
+938
New +$24.9K 0.01% 321

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Sittner & Nelson's CGVV Position: Q2 2026 in Review

Sittner & Nelson held its Capital Group U.S. Large Value ETF (CGVV) position steady in Q2 2026 at 938 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #344.

Sittner & Nelson first reported a position in CGVV in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

  • Sittner & Nelson held 938 shares of Capital Group U.S. Large Value ETF worth $29K as of Q2 2026.
  • Sittner & Nelson left its Capital Group U.S. Large Value ETF share count unchanged in Q2 2026.
  • Capital Group U.S. Large Value ETF made up 0.01% of Sittner & Nelson's portfolio in Q2 2026, its #344 holding.
  • Sittner & Nelson first reported a position in Capital Group U.S. Large Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.