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Capital Group Divid Value Etf Shs Creation Unit shares owned by Vermillion & White Wealth Management Group

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Vermillion & White Wealth Management Group from 13F filings

Historical chart of Vermillion & White Wealth Management Group investment in Capital Group Divid Value Etf Shs Creation Unit

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by Vermillion & White Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Vermillion & White Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $101k 2.4k 42.03
2025-06-30 $96k 2.4k 39.49
2025-03-31 $83k 2.3k 35.64

More positions owned by Vermillion & White Wealth Management Group

Ishares Core S&p 500 Etf Uie (IVV)
Dimensional Intern Core Eqt Mkt Etf Uie (DFAI)
Dimensional Core Fixed Income Etf Uie (DFCF)
Astoria Us Quality Growth Kings Etf Uie (GQQQ)
Astoria Us Equal Wt Qlt Kings Etf Uie (ROE)
Dimensional Emerg Core Eqy Mrkt Etf Uie (DFAE)
Dimensional Shrt Drt Fxdincm Etf Uie (DFSD)
Spdr Port Inter Trm Trsry Etf Uie (SPTI)
Ea Astoria Dynmc Cre Us Fxd Incm Etf Uie (AGGA)
Invsc Kbw Bank Etf Uie (KBWB)
Astoria Real Assets Etf Uie (PPI)
Ishares Flexible Incme Active Etf Uie (BINC)
Microsoft Corporation (MSFT)
Doubleline Mortgage Etf Uie (DMBS)
Vanguard Esg Us Stock Etf Uie (ESGV)

View all positions for Vermillion & White Wealth Management Group

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Capital Research and Management Company - Division 3
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Advance Capital Management
Capital Group Private Client Services
UBS Group
Advisor Group Holdings
Jones Financial Companies, L.L
Cambridge Investment Research Advisors

View all funds holding Capital Group Divid Value Etf Shs Creation Unit