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Vestmark Advisory Solutions’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Vestmark Advisory Solutions’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.99M Buy
304,185
+73,372
+32% +$1.94M 0.09% 235
2025
Q4 		$6.08M Buy
230,813
+11,746
+5% +$310K 0.08% 249
2025
Q3 		$5.77M Sell
219,067
-148,829
-40% -$3.91M 0.11% 189
2025
Q2 		$9.59M Buy
367,896
+207,173
+129% +$5.38M 0.14% 121
2025
Q1 		$4.18M Buy
160,723
+9,578
+6% +$250K 0.11% 231
2024
Q4 		$3.93M Buy
151,145
+39,186
+35% +$1.02M 0.14% 160
2024
Q3 		$2.94M Buy
+111,959
New +$2.92M 0.11% 199

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vestmark Advisory Solutions's CGSM Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 32% in Q1 2026, buying an estimated $1.94M and bringing the position to 304,185 shares worth $7.99M. The position accounts for 0.09% of the portfolio, ranked #235.

Vestmark Advisory Solutions first reported a position in CGSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.59M in Q2 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Vestmark Advisory Solutions held 304,185 shares of Capital Group Short Duration Municipal Income ETF worth $7.99M as of Q1 2026.
  • Vestmark Advisory Solutions bought 73,372 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $1.94M.
  • Capital Group Short Duration Municipal Income ETF made up 0.09% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #235 holding.
  • Vestmark Advisory Solutions first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Vestmark Advisory Solutions's Capital Group Short Duration Municipal Income ETF position peaked at $9.59M in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.