VW
CGMM

Vantus Wealth’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Vantus Wealth’s Portfolio CGMM Stock Details CGMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$732K Buy
+22,188
New +$699K 0.39% 76
2025
Q4 		$566K Buy
+19,632
New +$559K 0.42% 67

Other funds holding CGMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Vantus Wealth's CGMM Position: Q2 2026 in Review

Vantus Wealth opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026: 22,188 shares worth $732K. The stake represents 0.39% of the portfolio and ranks #76 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in CGMM as recently as Q4 2025.

Vantus Wealth first reported a position in CGMM in Q4 2025 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Vantus Wealth held 22,188 shares of Capital Group U.S. Small and Mid Cap ETF worth $732K as of Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF was a new Vantus Wealth position in Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.39% of Vantus Wealth's portfolio in Q2 2026, its #76 holding.
  • Vantus Wealth first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.