13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001736982
Total reported value
$10.6B
$10.6B
773 檔
13.9%
According to the latest 13F quarterly dataset, Vestmark Advisory Solutions, Inc. managed an equity portfolio of $10.6B at the end of Q2 2025, spanning 773 distinct U.S. exchange-listed positions.
In Q2 2025, Vestmark Advisory Solutions, Inc. displayed an active expansion posture, initiating 30 new positions and adding to 117 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 773 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.59% | -0.07% | +117.19% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 4.62% | -0.06% | +108.05% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.56% | -0.07% | +108.94% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 3.31% | -0.22% | +118.67% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.24% | -0.09% | +110.64% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.22% | -0.14% | +121.30% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.20% | -0.02% | +390.78% | |
| 8 | DGCB | Dimensional Global Credit | ETF-Other | 2.15% | -0.14% | +124.95% | |
| 9 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 1.72% | — | +113.11% | |
| 10 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 1.45% | -0.04% | +118.29% | |
| 11 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.37% | -0.01% | +162.10% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.33% | -0.01% | +120.06% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.14% | -0.02% | +112.08% | |
| 14 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.14% | -0.04% | +117.24% | |
| 15 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.11% | -0.07% | +125.11% | |
| 16 | DFIC | Dimensional International Co | ETF-Other | 1.10% | -0.11% | +107.82% | |
| 17 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.09% | -0.35% | +115.42% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.05% | +0.06% | +86.29% | |
| 19 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.02% | -0.08% | +194.92% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.36% | -4.60% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.91% | -0.03% | +83.07% | |
| 22 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.81% | — | — | |
| 23 | CGDV | Cap Group Dividend Value | ETF-Other | 0.76% | -0.01% | +106.64% | |
| 24 | JEMA | Jpmorgan Activebuilders Emer | ETF-Other | 0.75% | +0.02% | +115.12% | |
| 25 | CGMU | Cap Group Municipal Income | ETF-Other | 0.75% | -0.05% | +111.42% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | -0.05% | +6620.70% | |
| 27 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.73% | -0.02% | +49.21% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.18% | +9.24% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | — | +45.35% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.27% | -5.33% | |
| 31 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.65% | — | +43.92% | |
| 32 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.65% | +0.02% | +66.76% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.01% | +103.06% | |
| 34 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.61% | — | +47.31% | |
| 35 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 0.60% | — | — | |
| 36 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.60% | — | +116.04% | |
| 37 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.57% | -0.05% | +272.16% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | -0.04% | +17.76% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.52% | -0.03% | +203.52% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.50% | +0.08% | +198.01% | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.50% | -0.02% | — | |
| 42 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.49% | -0.01% | +73.73% | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.47% | — | — | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.47% | — | +323.89% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.04% | +16.19% | |
| 46 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.46% | -0.02% | +88.75% | |
| 47 | BALI | Is US Lrg Cp Pre Inc Act-usd | ETF-Other | 0.46% | -0.01% | +206.66% | |
| 48 | CGUS | Cap Group Core Equity | ETF-Other | 0.45% | -0.01% | +109.73% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.45% | — | — | |
| 50 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.44% | -0.02% | +52.06% |
According to official SEC Form 13F filings, Vestmark Advisory Solutions, Inc. reported a total U.S. public equity portfolio value of $10.6B across 773 disclosed positions in Q2 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, BBUS, DFAC) accounted for 13.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
PWRD
市值: $56.4M
Top Position Liquidated / Trimmed
SPHB
前期市值: $7.4M
During Q2 2025, Vestmark Advisory Solutions, Inc.'s top holdings by market value included VTI (5.6%)、BBUS (4.6%)、DFAC (4.6%). The largest single position, VTI, represented 5.6% of total portfolio value.
In Q2 2025, Vestmark Advisory Solutions, Inc. made 200 total portfolio adjustments, initiating 30 new buys, adding to 117 positions, trimming 45 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.