Vermillion & White Wealth Management Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Vermillion & White Wealth Management Group’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	$221K	Buy	+4,976	New	+$213K	0.11%	68
2026 Q1	–	Sell	-4,365	Closed	-$176K	–	148
2025 Q4	$176K	Buy	4,365 +164	+4%	+$6.55K	0.1%	68
2025 Q3	$166K	Buy	4,201 +236	+6%	+$9.06K	0.09%	69
2025 Q2	$146K	Buy	3,965 +243	+7%	+$8.28K	0.1%	72
2025 Q1	$124K	Buy	+3,722	New	+$131K	0.09%	66

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

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

Vermillion & White Wealth Management Group opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 4,976 shares worth $221K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings. This is a return to the name: Vermillion & White Wealth Management Group previously reported a position in CGUS as recently as Q4 2025.

Vermillion & White Wealth Management Group first reported a position in CGUS in Q1 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Vermillion & White Wealth Management Group held 4,976 shares of Capital Group Core Equity ETF worth $221K as of Q2 2026.
Capital Group Core Equity ETF was a new Vermillion & White Wealth Management Group position in Q2 2026.
Capital Group Core Equity ETF made up 0.11% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #68 holding.
Vermillion & White Wealth Management Group first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 5 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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