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 Q2	$262K	Buy	+5,572	New	+$252K	0.13%	59
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Vermillion & White Wealth Management Group's CGGR Position: Q2 2026 in Review

Vermillion & White Wealth Management Group opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 5,572 shares worth $262K. The stake represents 0.13% of the portfolio and ranks #59 among its holdings. This is a return to the name: Vermillion & White Wealth Management Group previously reported a position in CGGR as recently as Q4 2025.

Vermillion & White Wealth Management Group first reported a position in CGGR in Q1 2025 and has held it in 5 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Vermillion & White Wealth Management Group held 5,572 shares of Capital Group Growth ETF worth $262K as of Q2 2026.
Capital Group Growth ETF was a new Vermillion & White Wealth Management Group position in Q2 2026.
Capital Group Growth ETF made up 0.13% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #59 holding.
Vermillion & White Wealth Management Group first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 5 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.