Vermillion & White Wealth Management Group’s Capital Group Growth ETF CGGR Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-4,417	Closed	-$196K	–	146
2025 Q4	$196K	Buy	4,417 +321	+8%	+$14.2K	0.11%	63
2025 Q3	$180K	Buy	4,096 +3	+0.1%	+$127	0.1%	65
2025 Q2	$166K	Buy	4,093 +172	+4%	+$6.28K	0.11%	64
2025 Q1	$134K	Buy	+3,921	New	+$147K	0.1%	65

Other funds holding CGGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 4,417 shares — an estimated $196K sold.

Vermillion & White Wealth Management Group first reported a position in CGGR in Q1 2025 and held it in 4 quarters. The position peaked at $196K in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 4,417 Capital Group Growth ETF shares in Q1 2026, an estimated $196K.
Vermillion & White Wealth Management Group first reported a position in Capital Group Growth ETF in Q1 2025 and held it in 4 quarters.
Vermillion & White Wealth Management Group's Capital Group Growth ETF position peaked at $196K in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

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