VVR Holdings »

Capital Group Core Balanced shares owned by VVR Holdings

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by VVR Holdings from 13F filings

Historical chart of VVR Holdings investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by VVR Holdings

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.9M 112k 34.41

More positions owned by VVR Holdings

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV)
Spdr Gold Tr Gold Shs (GLD)
Etf Ser Solutions Defiance Quantum (QTUM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Select Sector Spdr Tr State Street Uti (XLU)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Capital Group Core Balanced SHS (CGBL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for VVR Holdings

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Forge Financial Services
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Aprio Wealth Management
Kestra Advisory Services

View all funds holding Capital Group Core Balanced