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CIK: 0001736982
Total reported value
$10.6B
$10.6B
621 檔
6.0%
The Q1 2025 SEC filing reveals that Vestmark Advisory Solutions, Inc. held a total portfolio value of $10.6B, covering 621 public equity positions.
In Q1 2025, Vestmark Advisory Solutions, Inc. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 621 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.15% | -0.07% | +10.34% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.58% | -0.07% | +15.72% | |
| 3 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 3.57% | -0.06% | +13.55% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 2.69% | -0.22% | -26.38% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.47% | -0.09% | -5.22% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.79% | -0.14% | +31.49% | |
| 7 | DGCB | Dimensional Global Credit | ETF-Other | 1.67% | -0.14% | -1.16% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.36% | — | |
| 9 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 1.31% | — | +10.73% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.27% | +217.87% | |
| 11 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 1.08% | -0.04% | +15.64% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.06% | -0.01% | -7.76% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.90% | +0.06% | +174.39% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.89% | -0.02% | +12.65% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.18% | +94.68% | |
| 16 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.89% | -0.04% | +18.56% | |
| 17 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.88% | -0.35% | -4.24% | |
| 18 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.87% | -0.02% | +35.71% | |
| 19 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.86% | -0.07% | +0.52% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.86% | -0.03% | -8.48% | |
| 21 | DFIC | Dimensional International Co | ETF-Other | 0.85% | -0.11% | +14.91% | |
| 22 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.83% | — | +4.50% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.80% | -0.02% | +43.24% | |
| 24 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.80% | -0.01% | +47.27% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.73% | — | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | -0.04% | +71.06% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.69% | -0.11% | +95.39% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.68% | -0.01% | +6570.03% | |
| 29 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.68% | — | -21.58% | |
| 30 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 0.67% | -0.01% | +13.19% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.03% | +24.08% | |
| 32 | CGMU | Cap Group Municipal Income | ETF-Other | 0.64% | -0.05% | +5.62% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | — | +100.69% | |
| 34 | CGDV | Cap Group Dividend Value | ETF-Other | 0.59% | -0.01% | +4.52% | |
| 35 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.57% | — | — | |
| 36 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.56% | -0.08% | +15.36% | |
| 37 | JEMA | Jpmorgan Activebuilders Emer | ETF-Other | 0.55% | +0.02% | +14.18% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.04% | +43.75% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.08% | +95.71% | |
| 40 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.49% | -0.01% | +0.07% | |
| 41 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.49% | — | +139.97% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | -0.01% | +89.35% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.01% | -16.08% | |
| 44 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.43% | -0.04% | +3.26% | |
| 45 | FTCS | First Trust Capital Strength | ETF-Other | 0.42% | -0.03% | -12.51% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.03% | +128.74% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | -0.01% | +13.78% | |
| 48 | LII | Lennox International Inc | Stock-Industrials | 0.37% | -0.01% | +100.64% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.37% | +0.15% | — | |
| 50 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.36% | -0.02% | -15.97% |
According to official SEC Form 13F filings, Vestmark Advisory Solutions, Inc. reported a total U.S. public equity portfolio value of $10.6B across 621 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, DFAC, BBUS) accounted for 6.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $161.2M
During Q1 2025, Vestmark Advisory Solutions, Inc.'s top holdings by market value included VTI (4.2%)、DFAC (3.6%)、BBUS (3.6%). The largest single position, VTI, represented 4.2% of total portfolio value.
In Q1 2025, Vestmark Advisory Solutions, Inc. made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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