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VBRVBR
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Position history for ASSETMARK, INCASSETMARK, INC's holdings in VANGUARD INDEX FDS

Yes. AssetMark holds 4,458,082 shares of VBR, worth $1B, as of its Q3 2026 13F filing. It reduced the position by 414,843 shares (-8.5%) from Q2 2026. AssetMark has held VBR in every 13F on record since Q1 2019, 31 quarterly filings. VBR is 1.7% of AssetMark's reported 13F portfolio.

Current Value

$1B

Current Shares

4.5M

Total Value Change

+$263.5M

Total Shares Change

+640,538

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
4.5M
-8.5%
$1B1.7%$231.03
0
2026-Q2
Increased
4.9M
+19.5%
$1.2B2.0%$241.93
65
2026-Q1
Decreased
4.1M
-6.9%
$886.2M1.8%$215.33
0
2025-Q4
Increased
4.4M
+2.7%
$927.5M1.9%$208.72
51
2025-Q3
Decreased
4.3M
-2.2%
$890.4M1.9%$204.67
0
2025-Q2
Increased
4.4M
+4.5%
$850.3M2.0%$190.39
57
2025-Q1
Increased
4.2M
+4.4%
$777.7M2.1%$181.03
57
2024-Q4
Increased
4M
+4.7%
$792.4M2.2%$191.33
57
2024-Q3
Increased
3.8M
+3.8%
$766.5M2.2%$192.79
56

Other major holders of VBR: BANK OF AMERICA CORP /DE/

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