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CIK: 0001736982
Total reported value
$10.6B
$10.6B
1327 檔
9.0%
In Q1 2026, Vestmark Advisory Solutions, Inc.'s U.S. equity holdings reached a combined market value of $10.6B, distributed across 1327 disclosed stock positions.
In Q1 2026, Vestmark Advisory Solutions, Inc. displayed an active expansion posture, initiating 26 new positions and adding to 130 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1327 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.87% | -0.07% | +12.82% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 2.33% | -0.06% | +5.16% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.17% | -0.07% | +5.18% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.73% | -0.11% | +35.48% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | — | +24.96% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.49% | -0.09% | -3.08% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 1.49% | -0.22% | +2.15% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.36% | -30.28% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 1.38% | -0.52% | +42.44% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.18% | +23.74% | |
| 11 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.22% | -0.14% | +13.37% | |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.02% | -0.08% | -2.48% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -0.04% | +23.97% | |
| 14 | DGCB | Dimensional Global Credit | ETF-Other | 0.93% | -0.14% | +0.18% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.11% | +43.08% | |
| 16 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.89% | -0.14% | +6.32% | |
| 17 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.87% | -0.35% | +75.67% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.78% | +0.01% | +106.65% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.23% | +36.51% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.03% | +27.86% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | +0.24% | +1983.41% | |
| 22 | DFIC | Dimensional International Co | ETF-Other | 0.68% | -0.11% | +39.85% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.63% | +0.06% | +8.06% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.62% | -0.01% | +9.37% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | -0.02% | +1.32% | |
| 26 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.58% | -0.04% | +3.68% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-Other | 0.56% | -0.17% | +1611.87% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.26% | +924.67% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.55% | — | +3.34% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.05% | +50.15% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.01% | +51.63% | |
| 32 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.54% | -0.12% | — | |
| 33 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.53% | -0.02% | +5.31% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.53% | -0.14% | +27.39% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.08% | +52.67% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.04% | +14.47% | |
| 37 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.51% | -0.07% | +1.91% | |
| 38 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.51% | -0.04% | +5.20% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | -0.19% | +421.71% | |
| 40 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.49% | +0.17% | — | |
| 41 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.49% | -0.01% | -14.07% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | +0.02% | +250.72% | |
| 43 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.47% | -0.03% | — | |
| 44 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.47% | -0.01% | +7.66% | |
| 45 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.45% | -0.35% | +14036.03% | |
| 46 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.45% | +0.02% | +2458.90% | |
| 47 | CGHM | Cap Group Muni High-income | ETF-Other | 0.44% | -0.06% | +11.77% | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.43% | -0.07% | +1.12% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | +0.04% | +33.20% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.01% | +14.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.7% | +1983.41% | Add |
| 2 | RDVY | First Trust Rising Dividend | +0.5% | +1611.87% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +924.67% | Add |
| 4 | SDVY | First Trust Smid Cap Rising | +0.5% | +14036.03% | Add |
| 5 | THRO | Ishares U.s. Thematic Rotati | +0.4% | +2458.90% | Add |
| 6 | VTV | Vanguard Value ETF | +0.4% | +421.71% | Add |
| 7 | VT | Vanguard Tot World Stk ETF | +0.4% | +16680.75% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.3% | +106.65% | Add |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +702.23% | Add |
| 10 | HD | Home Depot Inc | +0.3% | +250.72% | Add |
| 11 | GLD | Spdr Gold Shares | +0.3% | +42.44% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.3% | +36.51% | Add |
| 13 | JAVA | Jpmorgan Active Value ETF | +0.3% | +75.67% | Add |
| 14 | VXF | Vanguard Extended Market ETF | +0.3% | +1709.50% | Add |
| 15 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +1019.67% | Add |
| 16 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +236.19% | Add |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +4524.33% | Add |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +187.80% | Add |
| 19 | WMT | Walmart Inc | +0.2% | +129.75% | Add |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +380.53% | Add |
| 21 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +96.38% | Add |
| 22 | KO | Coca-cola Co/the | +0.2% | +140.56% | Add |
| 23 | JHMM | John Hancock Multi Fact Mid | +0.1% | +459.51% | Add |
| 24 | VB | Vanguard Small-cap ETF | +0.1% | +402.35% | Add |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +492.10% | Add |
| 26 | WDC | Western Digital CORP | +0.1% | +695.51% | Add |
| 27 | EDOW | First Trust Dow 30 Eql Wght | +0.1% | +116.47% | Add |
| 28 | MBB | Ishares Mbs ETF | +0.1% | +148.22% | Add |
| 29 | DFIC | Dimensional International Co | +0.1% | +39.85% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +50.15% | Add |
| 31 | XLK | Ss Technology Select Sector | +0.1% | +91.30% | Add |
| 32 | COST | Costco Wholesale CORP | +0.1% | +62.12% | Add |
| 33 | PFE | Pfizer Inc | +0.1% | +667.26% | Add |
| 34 | BIV | Vanguard Intermediate-term B | +0.1% | +92.33% | Add |
| 35 | SCHP | Schwab U.s. Tips ETF | +0.1% | +310.35% | Add |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +287.46% | Add |
| 37 | XLC | Ss Comm Select Sector Spdr | +0.1% | +295.62% | Add |
| 38 | JHML | John Hancock Multi Fact Lrg | +0.1% | +174.61% | Add |
| 39 | AAPL | Apple Inc | +0.1% | +35.48% | Add |
| 40 | JPM | Jpmorgan Chase & Co | +0.1% | +51.63% | Add |
| 41 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +87.27% | Add |
| 42 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +255.37% | Add |
| 43 | HCA | Hca Healthcare Inc | +0.1% | +218.48% | Add |
| 44 | GOOGL | Alphabet Inc-cl A | +0.1% | +43.08% | Add |
| 45 | CVX | Chevron CORP | +0.1% | +23.47% | Add |
| 46 | HDV | Ishares Core High Dividend E | +0.1% | +177.82% | Add |
| 47 | PH | Parker Hannifin CORP | +0.1% | +106.18% | Add |
| 48 | SO | Southern Co/the | +0.1% | +635.65% | Add |
| 49 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +399.25% | Add |
| 50 | JNJ | Johnson & Johnson | +0.1% | +17.31% | 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 1327 disclosed positions in Q1 2026.
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 9.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
INMU
市值: $48.8M
Top Position Liquidated / Trimmed
AZNN
前期市值: $14.9M
During Q1 2026, Vestmark Advisory Solutions, Inc.'s top holdings by market value included VTI (2.9%)、BBUS (2.3%)、DFAC (2.2%). The largest single position, VTI, represented 2.9% of total portfolio value.
In Q1 2026, Vestmark Advisory Solutions, Inc. made 200 total portfolio adjustments, initiating 26 new buys, adding to 130 positions, trimming 37 holdings, and fully liquidating 7 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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