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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
Q1 		$6.72M Buy
167,199
+5,010
+3% +$216K 2.83% 10
2025
Q4 		$7.21M Buy
162,189
+1,030
+0.6% +$45.5K 3.05% 10
2025
Q3 		$7.08M Buy
161,159
+155,398
+2,697% +$6.56M 3.21% 10
2025
Q2 		$234K Sell
5,761
-143,364
-96% -$5.23M 2.64% 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
+33,989
+37% +$879K 2.76% 12
2023
Q3 		$2.23M Sell
90,860
-24,268
-21% -$616K 2.52% 13
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Vawter Financial's CGGR Position: Q1 2026 in Review

Vawter Financial increased its Capital Group Growth ETF (CGGR) stake by 3.1% in Q1 2026, buying an estimated $216K and bringing the position to 167,199 shares worth $6.72M. The position accounts for 2.83% of the portfolio, ranked #10.

Vawter Financial first reported a position in CGGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.21M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Vawter Financial held 167,199 shares of Capital Group Growth ETF worth $6.72M as of Q1 2026.
  • Vawter Financial bought 5,010 Capital Group Growth ETF shares in Q1 2026, an estimated $216K.
  • Capital Group Growth ETF made up 2.83% of Vawter Financial's portfolio in Q1 2026, its #10 holding.
  • Vawter Financial first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Vawter Financial's Capital Group Growth ETF position peaked at $7.21M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.