Venture Visionary Partners’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Venture Visionary Partners’s Portfolio CGDG Stock Details CGDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.2M	Buy	111,926 +30,236	+37%	+$1.12M	0.12%	169
2026 Q1	$2.93M	Buy	81,690 +3,750	+5%	+$137K	0.1%	176
2025 Q4	$2.78M	Buy	77,940 +46,838	+151%	+$1.65M	0.09%	180
2025 Q3	$1.08M	Buy	31,102 +12,168	+64%	+$414K	0.04%	285
2025 Q2	$637K	Buy	18,934 +11,907	+169%	+$378K	0.02%	354
2025 Q1	$217K	Buy	+7,027	New	+$216K	0.01%	521

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Venture Visionary Partners's CGDG Position: Q2 2026 in Review

Venture Visionary Partners increased its Capital Group Dividend Growers ETF (CGDG) stake by 37% in Q2 2026, buying an estimated $1.12M and bringing the position to 111,926 shares worth $4.2M. The position accounts for 0.12% of the portfolio, ranked #169.

Venture Visionary Partners first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Venture Visionary Partners held 111,926 shares of Capital Group Dividend Growers ETF worth $4.2M as of Q2 2026.
Venture Visionary Partners bought 30,236 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $1.12M.
Capital Group Dividend Growers ETF made up 0.12% of Venture Visionary Partners's portfolio in Q2 2026, its #169 holding.
Venture Visionary Partners first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.