Ownership history in ASSETMARK, INC · 50 quarters on record
This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in VANGUARD INDEX FDS SML CP GRW ETF (VBK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,564,878 | +14,258 | +0.9% | 0.96% | $472.8M | $302.11 |
| 2025 Q3 | ADDED | 1,550,620 | +10,045 | +0.7% | 0.99% | $461.5M | $297.25 |
| 2025 Q2 | ADDED | 1,540,575 | +26,026 | +1.7% | 1.01% | $426.6M | $276.19 |
| 2025 Q1 | ADDED | 1,514,549 | +55,465 | +3.8% | 1.05% | $381.3M | $250.70 |
As of 2025 Q4 — sorted by position size