Vestmark Advisory Solutions’s Capital Group Core Equity ETF CGUS Stock Holding History

Vestmark Advisory Solutions’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	$28.2M	Buy	633,537 +9,727	+2%	+$416K	0.26%	84
2026 Q1	$24M	Buy	623,810 +113,591	+22%	+$4.57M	0.27%	84
2025 Q4	$20.5M	Buy	510,219 +49,244	+11%	+$1.97M	0.28%	66
2025 Q3	$18.2M	Sell	460,975 -388,587	-46%	-$14.9M	0.35%	53
2025 Q2	$31.4M	Buy	849,562 +444,485	+110%	+$15.1M	0.45%	48
2025 Q1	$13.5M	Buy	405,077 +25,311	+7%	+$889K	0.35%	54
2024 Q4	$13.3M	Buy	379,766 +26,643	+8%	+$934K	0.46%	46
2024 Q3	$12.1M	Buy	353,123 +22,805	+7%	+$753K	0.45%	44
2024 Q2	$10.7M	Buy	330,318 +45,176	+16%	+$1.41M	0.44%	46
2024 Q1	$8.89M	Buy	285,142 +43,609	+18%	+$1.29M	0.38%	56
2023 Q4	$6.84M	Buy	241,533 +55,729	+30%	+$1.47M	0.35%	62
2023 Q3	$4.67M	Buy	+185,804	New	+$4.82M	0.34%	63

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

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

Vestmark Advisory Solutions increased its Capital Group Core Equity ETF (CGUS) stake by 1.6% in Q2 2026, buying an estimated $416K and bringing the position to 633,537 shares worth $28.2M. The position accounts for 0.26% of the portfolio, ranked #84.

Vestmark Advisory Solutions first reported a position in CGUS in Q3 2023 and has held it in 12 quarters since. The position peaked at $31.4M in Q2 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Vestmark Advisory Solutions held 633,537 shares of Capital Group Core Equity ETF worth $28.2M as of Q2 2026.
Vestmark Advisory Solutions bought 9,727 Capital Group Core Equity ETF shares in Q2 2026, an estimated $416K.
Capital Group Core Equity ETF made up 0.26% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #84 holding.
Vestmark Advisory Solutions first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 12 quarters since.
Vestmark Advisory Solutions's Capital Group Core Equity ETF position peaked at $31.4M in Q2 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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