Vestmark Advisory Solutions Inc. Invests $5.52 Million in Capital Group U.S. Small and Mid Cap ETF $CGMM

Posted by Stephan Jacobs on Feb 23rd, 2026

Vestmark Advisory Solutions Inc. purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 194,566 shares of the company’s stock, valued at approximately $5,524,000. Vestmark Advisory Solutions Inc. owned 0.65% of Capital Group U.S. Small and Mid Cap ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in CGMM. Coign Capital Advisors LLC bought a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the third quarter valued at approximately $6,597,000. Stratos Wealth Partners LTD. bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter worth approximately $511,000. Cullen Frost Bankers Inc. boosted its holdings in Capital Group U.S. Small and Mid Cap ETF by 99.5% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 75,180 shares of the company’s stock valued at $2,134,000 after acquiring an additional 37,495 shares during the period. Ergawealth Advisors Inc. grew its position in Capital Group U.S. Small and Mid Cap ETF by 244.0% in the 3rd quarter. Ergawealth Advisors Inc. now owns 332,764 shares of the company’s stock valued at $9,447,000 after acquiring an additional 236,032 shares during the last quarter. Finally, Cary Street Partners Financial LLC purchased a new stake in Capital Group U.S. Small and Mid Cap ETF in the second quarter worth $5,206,000.

Capital Group U.S. Small and Mid Cap ETF Trading Up 0.4%

NYSEARCA CGMM opened at $31.34 on Monday. Capital Group U.S. Small and Mid Cap ETF has a 12 month low of $20.57 and a 12 month high of $31.51. The company’s 50-day moving average price is $30.20 and its 200-day moving average price is $28.92. The stock has a market cap of $1.47 billion, a PE ratio of 21.71 and a beta of 1.27.

Capital Group U.S. Small and Mid Cap ETF Profile

(Free Report)

The Capital Group U.S. Small and Mid Cap ETF (CGMM) is an exchange-traded fund that mostly invests in extended market equity. The fund is actively managed, investing primarily in equity-type securities of small and mid-cap companies in the US. The fund aims for capital growth CGMM was launched on Jan 14, 2025 and is issued by Capital Group.