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Capital Group Core Equity Et shares owned by Vestmark Advisory Solutions

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Vestmark Advisory Solutions from 13F filings

Historical chart of Vestmark Advisory Solutions investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by Vestmark Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Equity Et by Vestmark Advisory Solutions

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 330k 32.25
2024-03-31 $8.9M 285k 31.16
2023-12-31 $6.8M 242k 28.30
2023-09-30 $4.7M 186k 25.11

More positions owned by Vestmark Advisory Solutions

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Global Cr Etf (DGCB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Ishares Tr Intl Div Grwth (IGRO)
J P Morgan Exchange Traded F Global Sel Equit (JGLO)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Vestmark Advisory Solutions

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Capital Group Private Client Services
Raymond James & Associates
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Cetera Investment Advisers
Morgan Stanley
Wells Fargo & Company
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Mml Investors Services
Advisor Group Holdings
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et