Vestmark Advisory Solutions’s Capital Group Growth ETF CGGR Stock Holding History

Vestmark Advisory Solutions’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	$11.2M	Buy	236,593 +21,596	+10%	+$976K	0.1%	207
2026 Q1	$8.64M	Buy	214,997 +85,678	+66%	+$3.7M	0.1%	218
2025 Q4	$5.75M	Buy	129,319 +17,836	+16%	+$787K	0.08%	265
2025 Q3	$4.9M	Sell	111,483 -193,263	-63%	-$8.16M	0.09%	221
2025 Q2	$12.4M	Buy	304,746 +163,073	+115%	+$5.95M	0.18%	108
2025 Q1	$4.85M	Buy	141,673 +11,442	+9%	+$428K	0.12%	214
2024 Q4	$4.84M	Buy	130,231 +6,646	+5%	+$244K	0.17%	126
2024 Q3	$4.3M	Buy	123,585 +11,636	+10%	+$386K	0.16%	133
2024 Q2	$3.68M	Buy	111,949 +11,462	+11%	+$364K	0.15%	146
2024 Q1	$3.21M	Buy	100,487 +21,221	+27%	+$638K	0.14%	184
2023 Q4	$2.24M	Buy	79,266 +19,738	+33%	+$510K	0.11%	211
2023 Q3	$1.46M	Buy	+59,528	New	+$1.51M	0.11%	210

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

Vestmark Advisory Solutions's CGGR Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Capital Group Growth ETF (CGGR) stake by 10% in Q2 2026, buying an estimated $976K and bringing the position to 236,593 shares worth $11.2M. The position accounts for 0.1% of the portfolio, ranked #207.

Vestmark Advisory Solutions first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.4M in Q2 2025. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Vestmark Advisory Solutions held 236,593 shares of Capital Group Growth ETF worth $11.2M as of Q2 2026.
Vestmark Advisory Solutions bought 21,596 Capital Group Growth ETF shares in Q2 2026, an estimated $976K.
Capital Group Growth ETF made up 0.1% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #207 holding.
Vestmark Advisory Solutions first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
Vestmark Advisory Solutions's Capital Group Growth ETF position peaked at $12.4M in Q2 2025.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.