VFPI
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Vantage Financial Partners (Illinois)’s Capital Group Growth ETF CGGR Stock Holding History

Vantage Financial Partners (Illinois)’s Portfolio CGGR Stock Details CGGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$18.8M Buy
570,582
+18,383
+3% +$583K 4.66% 5
2024
Q1 		$17.7M Buy
552,199
+92,907
+20% +$2.79M 4.61% 4
2023
Q4 		$13M Buy
+459,292
New +$11.9M 3.94% 5

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s CGGR Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its Capital Group Growth ETF (CGGR) stake by 3.3% in Q2 2024, buying an estimated $583K and bringing the position to 570,582 shares worth $18.8M. The position accounts for 4.66% of the portfolio, ranked #5.

Vantage Financial Partners (Illinois) first reported a position in CGGR in Q4 2023 and has held it in 3 quarters since. 330 funds tracked by Wall St. Rank hold CGGR as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 570,582 shares of Capital Group Growth ETF worth $18.8M as of Q2 2024.
  • Vantage Financial Partners (Illinois) bought 18,383 Capital Group Growth ETF shares in Q2 2024, an estimated $583K.
  • Capital Group Growth ETF made up 4.66% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #5 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • 330 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.