Skip to content
Disclosery

ASSETMARK, INC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSETMARK, INC on VTI, newest first. How the timeline and the estimate are built.

ASSETMARK, INC held 1,301,970 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,301,970 shares
    Change vs previous 13F +267,935 shares

    0.83% of the 13F portfolio, value $481,781,155.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,034,035 shares
    Change vs previous 13F +13,719 shares

    0.68% of the 13F portfolio, value $331,728,859.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,020,316 shares
    Change vs previous 13F -9,171 shares

    0.7% of the 13F portfolio, value $342,081,423.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,029,487 shares
    Change vs previous 13F -29,903 shares

    0.72% of the 13F portfolio, value $337,846,690.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,059,390 shares
    Change vs previous 13F +769,314 shares

    0.76% of the 13F portfolio, value $321,980,366.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 290,076 shares
    Change vs previous 13F -52,798 shares

    0.22% of the 13F portfolio, value $79,724,435.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 342,874 shares
    Change vs previous 13F +335,425 shares

    0.27% of the 13F portfolio, value $99,368,306.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,109,269.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).