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Vawter Financial’s Capital Group Growth ETF CGGR Stock Holding History

Vawter Financial’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
2026
Q2 		$8.07M Buy
171,017
+3,657
+2% +$165K 3.04% 10
2026
Q1 		$6.73M Buy
167,360
+5,117
+3% +$221K 2.83% 10
2025
Q4 		$7.21M Buy
162,243
+1,030
+0.6% +$45.5K 3.05% 10
2025
Q3 		$7.08M Buy
161,213
+155,452
+2,698% +$6.56M 3.21% 10
2025
Q2 		$234K Sell
5,761
-143,364
-96% -$5.23M 2.65% 20
2025
Q1 		$5.11M Sell
149,125
-153
-0.1% -$5.72K 2.86% 9
2024
Q4 		$5.55M Buy
149,278
+7,052
+5% +$259K 3.33% 8
2024
Q3 		$4.95M Buy
142,226
+2,425
+2% +$80.4K 3.02% 10
2024
Q2 		$4.6M Buy
139,801
+12,005
+9% +$381K 3.16% 10
2024
Q1 		$4.09M Buy
127,796
+2,947
+2% +$88.6K 2.97% 11
2023
Q4 		$3.52M Buy
124,849
+8,795
+8% +$227K 2.76% 12
2023
Q3 		$2.84M Buy
116,054
+926
+0.8% +$23.5K 2.55% 14
2023
Q2 		$2.9M Buy
115,128
+4,383
+4% +$102K 2.51% 14
2023
Q1 		$2.49M Buy
110,745
+16,783
+18% +$364K 2.52% 12
2022
Q4 		$1.87M Buy
+93,962
New +$1.91M 2.18% 14

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Vawter Financial's CGGR Position: Q2 2026 in Review

Vawter Financial increased its Capital Group Growth ETF (CGGR) stake by 2.2% in Q2 2026, buying an estimated $165K and bringing the position to 171,017 shares worth $8.07M. The position accounts for 3.04% of the portfolio, ranked #10.

Vawter Financial first reported a position in CGGR in Q4 2022 and has held it in 15 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Vawter Financial held 171,017 shares of Capital Group Growth ETF worth $8.07M as of Q2 2026.
  • Vawter Financial bought 3,657 Capital Group Growth ETF shares in Q2 2026, an estimated $165K.
  • Capital Group Growth ETF made up 3.04% of Vawter Financial's portfolio in Q2 2026, its #10 holding.
  • Vawter Financial first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.