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Capital Group Dividend Growe shares owned by ValMark Advisers

Quarter-by-quarter ownership of Capital Group Dividend Growe (CGDG) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Dividend Growe held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Dividend Growe by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 390k 28.63
2023-12-31 $7.6M 281k 27.16

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Capital Group Dividend Growe

Confluence Wealth Services
Commonwealth Equity Services
ValMark Advisers
Envestnet Asset Management
Sweeney & Michel
Cary Street Partner Investment Advisory
Jane Street
Stifel Financial
LPL Financial
Advisor Group Holdings
Captrust Financial Advisors
Morgan Stanley
Assetmark
Raymond James & Associates
Cambridge Investment Research Advisors

View all funds holding Capital Group Dividend Growe