Vermillion & White Wealth Management Group’s Capital Group Core Bond ETF CGCB Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio CGCB Stock Details CGCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,063	Closed	-$108K	–	142
2025 Q4	$108K	Buy	4,063 +185	+5%	+$4.93K	0.06%	92
2025 Q3	$103K	Sell	3,878 -74	-2%	-$1.95K	0.06%	96
2025 Q2	$104K	Buy	3,952 +208	+6%	+$5.42K	0.07%	85
2025 Q1	$98.4K	Buy	+3,744	New	+$97.4K	0.07%	78

Other funds holding CGCB

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Vermillion & White Wealth Management Group's CGCB Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Capital Group Core Bond ETF (CGCB) in Q1 2026, closing a stake of 4,063 shares — an estimated $108K sold.

Vermillion & White Wealth Management Group first reported a position in CGCB in Q1 2025 and held it in 4 quarters. The position peaked at $108K in Q4 2025. 253 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Capital Group Core Bond ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 4,063 Capital Group Core Bond ETF shares in Q1 2026, an estimated $108K.
Vermillion & White Wealth Management Group first reported a position in Capital Group Core Bond ETF in Q1 2025 and held it in 4 quarters.
Vermillion & White Wealth Management Group's Capital Group Core Bond ETF position peaked at $108K in Q4 2025.
253 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.