Vestmark Advisory Solutions’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10M Buy
303,954
+17,712
+6% +$558K 0.09% 232
2026
Q1
$8.4M Buy
286,242
+64,439
+29% +$1.95M 0.09% 225
2025
Q4
$6.4M Buy
221,803
+27,237
+14% +$775K 0.09% 239
2025
Q3
$5.52M Buy
+194,566
New +$5.42M 0.11% 193

Other funds holding CGMM

Vestmark Advisory Solutions's CGMM Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 6.2% in Q2 2026, buying an estimated $558K and bringing the position to 303,954 shares worth $10M. The position accounts for 0.09% of the portfolio, ranked #232.

Vestmark Advisory Solutions first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Vestmark Advisory Solutions held 303,954 shares of Capital Group U.S. Small and Mid Cap ETF worth $10M as of Q2 2026.
  • Vestmark Advisory Solutions bought 17,712 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $558K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.09% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #232 holding.
  • Vestmark Advisory Solutions first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.