Vestmark Advisory Solutions, Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1736982
Wakefield, MA
Position in CGCV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,393,770
+$494,676 QoQ
Shares Held
164,344
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#21
of 53 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,393,770 | 164,344 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,899,094 | 164,344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,439,587 | 145,608 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,268,905 | 141,777 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||