Venture Visionary Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.37M	Buy	143,091 +14,378	+11%	+$645K	0.17%	138
2026 Q2	$5.73M	Buy	128,713 +32,990	+34%	+$1.41M	0.16%	139
2026 Q1	$3.68M	Buy	95,723 +6,214	+7%	+$250K	0.12%	165
2025 Q4	$3.6M	Buy	89,509 +50,313	+128%	+$2.01M	0.12%	159
2025 Q3	$1.55M	Buy	39,196 +11,499	+42%	+$442K	0.05%	244
2025 Q2	$1.02M	Buy	27,697 +13,700	+98%	+$467K	0.04%	280
2025 Q1	$468K	Buy	13,997 +2,758	+25%	+$96.9K	0.02%	399
2024 Q4	$393K	Buy	11,239 +4,151	+59%	+$145K	0.02%	417
2024 Q3	$243K	Hold	7,088	–	–	0.01%	491
2024 Q2	$229K	Hold	7,088	–	–	0.01%	502
2024 Q1	$221K	Hold	7,088	–	–	0.01%	505
2023 Q4	$201K	Buy	+7,088	New	+$187K	0.01%	491

Other funds holding CGUS

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Venture Visionary Partners's CGUS Position: Q3 2026 in Review

Venture Visionary Partners increased its Capital Group Core Equity ETF (CGUS) stake by 11% in Q3 2026, buying an estimated $645K and bringing the position to 143,091 shares worth $6.37M. The position accounts for 0.17% of the portfolio, ranked #138.

Venture Visionary Partners first reported a position in CGUS in Q4 2023 and has held it in 12 quarters since. 23 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

Venture Visionary Partners held 143,091 shares of Capital Group Core Equity ETF worth $6.37M as of Q3 2026.
Venture Visionary Partners bought 14,378 Capital Group Core Equity ETF shares in Q3 2026, an estimated $645K.
Capital Group Core Equity ETF made up 0.17% of Venture Visionary Partners's portfolio in Q3 2026, its #138 holding.
Venture Visionary Partners first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 12 quarters since.
23 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.