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CIK: 0001736982
Total reported value
$10.6B
$10.6B
909 檔
8.0%
During the Q3 2025 filing period, Vestmark Advisory Solutions, Inc. (CIK: 0001736982) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $10.6B across 909 reported positions.
In Q3 2025, Vestmark Advisory Solutions, Inc. displayed an active expansion posture, initiating 60 new positions and adding to 69 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 909 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.21% | -0.07% | -47.12% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 3.47% | -0.06% | -47.12% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.40% | -0.07% | -47.55% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.77% | +0.36% | +102.10% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.40% | -0.09% | -47.25% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 2.32% | -0.22% | -47.34% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.94% | -0.02% | -34.04% | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.69% | -0.14% | -42.96% | |
| 9 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.59% | -0.08% | +13.27% | |
| 10 | DGCB | Dimensional Global Credit | ETF-Other | 1.53% | -0.14% | -47.25% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | — | +12.66% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.18% | +23.19% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.99% | -0.01% | -49.87% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.97% | -0.11% | +45.51% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.92% | -0.01% | -47.46% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.91% | +0.06% | -40.19% | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.85% | -0.02% | -46.72% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.84% | -0.04% | -48.40% | |
| 19 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.80% | -0.07% | -46.54% | |
| 20 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.78% | -0.04% | -61.39% | |
| 21 | DFIC | Dimensional International Co | ETF-Other | 0.77% | -0.11% | -49.99% | |
| 22 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.75% | -0.35% | -50.78% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.04% | +4.28% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.01% | -40.56% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.03% | +26.21% | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.64% | -0.01% | +75.76% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.64% | -0.03% | -50.12% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.33% | +231.73% | |
| 29 | CGHM | Cap Group Muni High-income | ETF-Other | 0.63% | -0.06% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.27% | -36.54% | |
| 31 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.58% | -0.02% | -40.36% | |
| 32 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.57% | — | +66.67% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.04% | -7.11% | |
| 34 | CGMU | Cap Group Municipal Income | ETF-Other | 0.55% | -0.05% | -45.66% | |
| 35 | JEMA | Jpmorgan Activebuilders Emer | ETF-Other | 0.52% | +0.02% | -52.36% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | — | +0.63% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | -0.52% | +1416.11% | |
| 38 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.49% | -0.05% | -35.11% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.11% | +12.15% | |
| 40 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.46% | — | -3.10% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.44% | -0.25% | — | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.44% | -0.14% | +890.14% | |
| 43 | CGDV | Cap Group Dividend Value | ETF-Other | 0.41% | -0.01% | -61.12% | |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.41% | — | -48.15% | |
| 45 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.41% | — | -49.47% | |
| 46 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.40% | — | -54.51% | |
| 47 | CGGE | Cap Group Global Eq | ETF-Other | 0.39% | — | — | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | -0.01% | -6.77% | |
| 49 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.38% | -0.04% | -45.28% | |
| 50 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.36% | -0.02% | +2970.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.1% | +102.10% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +1.1% | -34.04% | Add |
| 3 | JIRE | Jpmorgan Int Res Enh Eqty | +1% | +13.27% | Add |
| 4 | NVDA | Nvidia CORP | +0.7% | +12.66% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | +23.19% | Add |
| 6 | LMBS | First Trust Low Duration Opp | +0.3% | +66.67% | Add |
| 7 | VCIT | Vanguard Int-term Corporate | +0.3% | +1315.17% | Add |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +231.73% | Add |
| 9 | EXR | Extra Space Storage Inc | +0.3% | +1635.63% | Add |
| 10 | BOND | Pimco Active Bond Exchange-t | +0.3% | +3446.56% | Add |
| 11 | AAPL | Apple Inc | +0.3% | +45.51% | Add |
| 12 | AVGO | Broadcom Inc | +0.3% | +26.21% | Add |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | — | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.3% | +3089.38% | Add |
| 15 | TSLA | Tesla Inc | +0.2% | -40.56% | Add |
| 16 | FBND | Fidelity Total Bond ETF | +0.2% | -35.11% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +12.15% | Add |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.2% | -37.48% | Add |
| 19 | VO | Vanguard Mid-cap ETF | +0.2% | — | Add |
| 20 | ORCL | Oracle CORP | +0.2% | +36.68% | Add |
| 21 | JGRO | Jpmorgan Active Growth ETF | +0.2% | -49.87% | Add |
| 22 | HYLS | Ft Tactical High Yield ETF | +0.2% | +152.50% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.2% | +23.79% | Add |
| 24 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +1292.48% | Add |
| 25 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +413.66% | Add |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | — | Add |
| 27 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | +226.22% | Add |
| 28 | WMT | Walmart Inc | +0.1% | +308.60% | Add |
| 29 | CRSP | CRISPR Therapeutics AG | +0.1% | -50.73% | Add |
| 30 | SCHG | Schwab US Large-cap Growth | +0.1% | +38.95% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -89.66% | Add |
| 32 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1645.45% | Add |
| 33 | BALI | Is US Lrg Cp Pre Inc Act-usd | +0.1% | -49.73% | Add |
| 34 | GOOG | Alphabet Inc-cl C | +0.1% | -17.13% | Add |
| 35 | XOM | Exxon Mobil CORP | +0.1% | +240.96% | Add |
| 36 | AMD | Advanced Micro Devices | +0.1% | -36.16% | Add |
| 37 | MA | Mastercard Inc - A | +0.1% | +2.81% | Add |
| 38 | APH | Amphenol Corp-cl A | +0.1% | -10.60% | Add |
| 39 | LIN | Linde plc | +0.1% | +451.29% | Add |
| 40 | MS | Morgan Stanley | +0.1% | +41.12% | Add |
| 41 | AXP | American Express Co | +0.1% | -2.75% | Add |
| 42 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -47.12% | Add |
| 43 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | -49.18% | Add |
| 44 | CGGO | Cap Group Global Growth | +0.1% | -11.26% | Add |
| 45 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +383.79% | Add |
| 46 | HOOD | Robinhood Markets Inc - A | +0.1% | -72.56% | Trim |
| 47 | VIG | Vanguard Dividend Apprec ETF | +0.1% | -32.58% | Add |
| 48 | COIN | Coinbase Global Inc -class A | +0.1% | -55.92% | Trim |
| 49 | FXU | First Trust Utilities Alphad | +0.1% | -51.57% | Add |
| 50 | AMZN | Amazon.com Inc | 0% | +4.28% | Add |
According to official SEC Form 13F filings, Vestmark Advisory Solutions, Inc. reported a total U.S. public equity portfolio value of $10.6B across 909 disclosed positions in Q3 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 8.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVUS
市值: $33.6M
Top Position Liquidated / Trimmed
BBIN
前期市值: $51.0M
During Q3 2025, Vestmark Advisory Solutions, Inc.'s top holdings by market value included VTI (4.2%)、BBUS (3.5%)、DFAC (3.4%). The largest single position, VTI, represented 4.2% of total portfolio value.
In Q3 2025, Vestmark Advisory Solutions, Inc. made 200 total portfolio adjustments, initiating 60 new buys, adding to 69 positions, trimming 62 holdings, and fully liquidating 9 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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