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Capital Group Core Balanced shares owned by Vantage Financial Partners

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Vantage Financial Partners from 13F filings

Historical chart of Vantage Financial Partners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Vantage Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Vantage Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 38k 34.72
2025-06-30 $1.1M 34k 33.44

More positions owned by Vantage Financial Partners

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Flexible Income Active Etf Etf (BINC)
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Ishares Expanded Tech Sector Etf Etf (IGM)
Swan Hedged Equity Us Large Cap Etf Etf (HEGD)
Victoryshares Small Cap Free Cash Flow Etf Etf (SFLO)
Fidelity Value Factor Etf Etf (FVAL)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Vantage Financial Partners

Top funds holding Capital Group Core Balanced

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Commonwealth Equity Services
CWM
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Wells Fargo & Company
Kestra Advisory Services
Jones Financial Companies, L.L

View all funds holding Capital Group Core Balanced