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Vigil Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Vigil Wealth Management’s Portfolio CGCP Stock Details CGCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.8M Sell
215,129
-15,472
-7% -$346K 3.42% 9
2026
Q1 		$5.15M Buy
230,601
+17,008
+8% +$385K 4.16% 8
2025
Q4 		$4.84M Buy
+213,593
New +$4.86M 4.02% 8

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Vigil Wealth Management's CGCP Position: Q2 2026 in Review

Vigil Wealth Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 6.7% in Q2 2026, selling an estimated $346K and leaving 215,129 shares worth $4.8M. The position accounts for 3.42% of the portfolio, ranked #9.

Vigil Wealth Management first reported a position in CGCP in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.15M in Q1 2026. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Vigil Wealth Management held 215,129 shares of Capital Group Core Plus Income ETF worth $4.8M as of Q2 2026.
  • Vigil Wealth Management sold 15,472 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $346K.
  • Capital Group Core Plus Income ETF made up 3.42% of Vigil Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Vigil Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Vigil Wealth Management's Capital Group Core Plus Income ETF position peaked at $5.15M in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Vigil Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.