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DAVENPORT & Co LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 887777 RICHMOND, VA

Position in CGDV

as of Mar 31, 2026 · filed Apr 15, 2026
Position Value
$15,392,163
-$440,429 QoQ
Shares Held
361,828
-0.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 92% Shared 0% None 8%

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

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12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $15,392,163 361,828
2025-12-31 $15,832,592 362,800
2025-09-30 $10,372,751 246,794
2025-06-30 $7,806,738 197,689
2025-03-31 $2,946,251 82,667
2024-12-31 $2,584,134 73,288
2024-09-30 $2,396,841 65,775
2024-06-30 $2,404,809 72,873
2024-03-31 $2,125,922 65,413
2023-12-31 $1,825,670 61,182
2023-09-30 $1,473,161 55,654
2023-06-30 $742,464 27,458