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 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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

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

CGPCS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Venture Visionary Partners increased its Capital Group Core Equity ETF (CGUS) stake by 34% in Q2 2026, buying an estimated $1.41M and bringing the position to 128,713 shares worth $5.73M. The position accounts for 0.16% of the portfolio, ranked #139.

Venture Visionary Partners first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Venture Visionary Partners held 128,713 shares of Capital Group Core Equity ETF worth $5.73M as of Q2 2026.
Venture Visionary Partners bought 32,990 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.41M.
Capital Group Core Equity ETF made up 0.16% of Venture Visionary Partners's portfolio in Q2 2026, its #139 holding.
Venture Visionary Partners first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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