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Vestmark Advisory Solutions

Latest statistics and disclosures from Vestmark Advisory Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, BBUS, DFAC, AAPL, NVDA, and represent 10.60% of Vestmark Advisory Solutions's stock portfolio.
Added to shares of these 10 stocks: VUG (+$62M), INMU (+$49M), RDVY (+$48M), QQQ (+$45M), AVLV (+$44M), TFI (+$43M), AAPL (+$41M), SDVY (+$40M), THRO (+$39M), GLD (+$37M).
Started 196 new stock positions in ITOT, GPIX, FIW, DFH, HL, EFAV, PAA, CGCB, LYV, AROC.
Reduced shares in these 10 stocks: VOO (-$56M), AstraZeneca (-$15M), SMMD (-$12M), , IJH (-$9.2M), IQLT (-$8.5M), JMBS (-$7.9M), REET (-$7.4M), JGRO (-$7.3M), EMB (-$7.2M).
Sold out of its positions in ADBE, AVAV, AFRM, AFG, AR, ARKB, AstraZeneca, BBD, BAC.PL, BZUN.
Vestmark Advisory Solutions was a net buyer of stock by $1.7B.
Vestmark Advisory Solutions has $9.0B in assets under management (AUM), dropping by 21.72%.
Central Index Key (CIK): 0001736982

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Portfolio Holdings for Vestmark Advisory Solutions

Vestmark Advisory Solutions holds 1327 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Vestmark Advisory Solutions has 1327 total positions. Only the first 250 positions are shown.

Sign up to view all of the Vestmark Advisory Solutions March 31, 2026 positions
Download the Vestmark Advisory Solutions March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	2.9	$259M	+12%	807k	320.92	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	2.3	$211M	+5%	1.8M	117.18	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.2	$196M	+5%	5.0M	38.86	View chart
Apple (AAPL)	1.7	$156M	+35%	614k	253.79	View chart
NVIDIA Corporation (NVDA)	1.5	$135M	+24%	773k	174.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.5	$135M	-3%	1.7M	77.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$134M	+2%	1.8M	73.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$130M	-30%	217k	597.55	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$124M	+42%	289k	430.29	View chart
Microsoft Corporation (MSFT)	1.3	$117M	+23%	316k	370.21	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$110M	+13%	2.3M	47.08	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.0	$92M	-2%	1.2M	75.74	View chart
Amazon (AMZN)	1.0	$88M	+23%	424k	208.27	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.9	$83M		1.5M	54.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$82M	+43%	284k	287.57	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.9	$81M	+6%	1.5M	53.77	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.9	$79M	+75%	1.1M	71.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$71M	+106%	1.1M	64.08	View chart
Exxon Mobil Corporation (XOM)	0.8	$68M	+36%	402k	169.68	View chart
Broadcom (AVGO)	0.7	$67M	+27%	217k	309.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$65M	+1983%	148k	436.79	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$62M	+39%	1.7M	35.53	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$57M	+8%	818k	69.75	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$56M	+9%	1.2M	48.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$53M		534k	99.27	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$52M	+3%	1.5M	35.04	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$51M	+1611%	743k	68.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$50M	+924%	86k	577.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$50M	+3%	634k	78.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$49M	+50%	76k	650.34	View chart
JPMorgan Chase & Co. (JPM)	0.5	$49M	+51%	167k	294.19	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.5	$49M	NEW	2.0M	23.91	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$48M	+5%	1.3M	36.76	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$48M	+27%	1.9M	25.62	View chart
Eli Lilly & Co. (LLY)	0.5	$47M	+52%	52k	920.12	View chart
Meta Platforms Cl A (META)	0.5	$47M	+14%	83k	572.31	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.5	$46M		858k	53.99	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.5	$46M	+5%	700k	65.27	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$45M	+421%	231k	196.20	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$44M	NEW	550k	80.61	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.5	$44M	-14%	524k	84.52	View chart
Home Depot (HD)	0.5	$44M	+250%	134k	328.95	View chart
Spdr Series Trust State Street Spd (TFI)	0.5	$43M	NEW	945k	45.34	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$42M	+7%	380k	111.18	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.5	$41M	+14036%	1.0M	39.43	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$41M	+2458%	1.1M	36.22	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.4	$39M	+11%	1.6M	25.32	View chart
Enterprise Products Partners (EPD)	0.4	$39M		1.0M	37.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$36M	+33%	127k	287.18	View chart
Tesla Motors (TSLA)	0.4	$36M	+14%	98k	371.76	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$36M	-4%	517k	70.18	View chart
Johnson & Johnson (JNJ)	0.4	$36M	+17%	147k	244.45	View chart
Natixis Etf Trust Ii Natixis Loomis (LSGR)	0.4	$36M	NEW	907k	39.39	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.4	$36M	-4%	683k	52.03	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.4	$36M	+13%	1.3M	27.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$35M	+22%	419k	82.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$35M	-9%	382k	90.53	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$35M	+96%	1000k	34.55	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$34M	+16680%	246k	138.32	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$34M	+702%	584k	58.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$34M	+35%	52k	653.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$31M	+3%	252k	124.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$31M	+236%	162k	191.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$29M	+4%	135k	211.15	View chart
Wal-Mart Stores (WMT)	0.3	$28M	+129%	226k	124.28	View chart
Abbvie (ABBV)	0.3	$28M	+31%	128k	217.57	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$27M	+15%	314k	86.69	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$27M	+45%	296k	91.64	View chart
Capital Group Global Equity SHS (CGGE)	0.3	$27M	+22%	886k	30.50	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$27M	+187%	516k	51.93	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$27M	+43%	528k	50.34	View chart
Visa Com Cl A (V)	0.3	$27M	+21%	88k	302.30	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$27M	+10%	336k	78.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$26M	+17%	91k	286.91	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$26M	+11%	612k	42.54	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$26M		77k	337.96	View chart
Comcast Corp Cl A (CMCSA)	0.3	$26M	-3%	901k	28.71	View chart
Coca-Cola Company (KO)	0.3	$26M	+140%	337k	76.05	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$25M	+1709%	122k	205.82	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$25M	+91%	188k	132.90	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$25M	+22%	1.1M	23.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$25M	+31%	115k	215.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$25M	+1019%	433k	56.68	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$24M	+22%	624k	38.42	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.3	$23M	+116%	570k	40.57	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.3	$23M	+57%	441k	51.84	View chart
Costco Wholesale Corporation (COST)	0.3	$23M	+62%	23k	996.62	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$23M	+8%	190k	118.45	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$22M		492k	45.62	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$22M	NEW	519k	42.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$21M	-30%	316k	67.53	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$21M	-4%	16k	1320.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$21M	+92%	270k	77.18	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$21M	-25%	417k	49.81	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.2	$20M	+20%	234k	85.64	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.2	$20M	+4%	397k	50.49	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$20M	-20%	434k	46.07	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$20M	+148%	211k	94.95	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$20M	+380%	433k	46.19	View chart
Chevron Corporation (CVX)	0.2	$20M	+23%	96k	206.90	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$20M	+17%	549k	35.90	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$20M	-22%	255k	76.54	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$19M	+42%	848k	22.91	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$19M		145k	132.50	View chart
Procter & Gamble Company (PG)	0.2	$19M	+42%	128k	144.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$19M	+54%	39k	479.45	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$19M	+37%	364k	50.80	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$19M	+7%	386k	47.88	View chart
Goldman Sachs (GS)	0.2	$18M	+21%	22k	846.00	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$18M	NEW	394k	45.86	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$18M	+3%	208k	86.64	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$18M	+4%	195k	92.28	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$18M		111k	158.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$17M	+4524%	321k	54.05	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$17M	+87%	207k	83.57	View chart
Netflix (NFLX)	0.2	$17M	+22%	178k	96.15	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$17M	+7%	143k	118.62	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$17M	+16%	346k	48.93	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$17M	-2%	181k	92.76	View chart
Astrazeneca Ord (AZN)	0.2	$17M	NEW	85k	197.22	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$17M	+4%	23.00	718140.00	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$16M	-8%	154k	106.15	View chart
Nextera Energy (NEE)	0.2	$16M	+4%	175k	92.88	View chart
Blackrock (BLK)	0.2	$16M	+47%	17k	964.00	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.2	$16M		524k	30.81	View chart
Williams Companies (WMB)	0.2	$16M	+3%	220k	72.78	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.2	$16M	+7%	213k	74.24	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$16M	+459%	234k	67.12	View chart
Shell Spon Ads (SHEL)	0.2	$16M	+40%	168k	93.00	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.2	$16M	NEW	196k	79.90	View chart
Raytheon Technologies Corp (RTX)	0.2	$16M	+34%	81k	192.93	View chart
Mastercard Incorporated Cl A (MA)	0.2	$16M	+4%	31k	499.79	View chart
Philip Morris International (PM)	0.2	$15M	+9%	93k	165.37	View chart
Cisco Systems (CSCO)	0.2	$15M	+21%	198k	77.59	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$15M	+3%	387k	39.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$15M	+7%	70k	217.26	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$15M	+85%	305k	49.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$15M	+402%	57k	261.95	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$15M	+4%	466k	32.22	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$15M	+15%	141k	106.01	View chart
Palantir Technologies Cl A (PLTR)	0.2	$15M	+15%	102k	146.28	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.2	$15M	-3%	365k	40.57	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$15M	+492%	442k	32.95	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$15M		203k	71.61	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.2	$14M	+8%	271k	52.45	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$14M	+8%	335k	42.22	View chart
Advanced Micro Devices (AMD)	0.2	$14M	+36%	68k	203.50	View chart
TJX Companies (TJX)	0.2	$14M	+32%	85k	159.81	View chart
McDonald's Corporation (MCD)	0.1	$14M	+56%	44k	310.81	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$13M	+15%	285k	46.83	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$13M	+6%	507k	26.30	View chart
Series Portfolios Tr Equable Shares H (HEDG)	0.1	$13M	NEW	459k	28.98	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$13M	-5%	36k	367.44	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$13M	+174%	165k	78.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$13M	+9%	54k	237.62	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$13M	+22%	266k	47.53	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$13M	-49%	163k	76.35	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.1	$12M	-2%	78k	158.87	View chart
Intuitive Surgical Com New (ISRG)	0.1	$12M	+18%	27k	460.99	View chart
Lowe's Companies (LOW)	0.1	$12M	+20%	52k	236.28	View chart
Morgan Stanley Com New (MS)	0.1	$12M	+13%	74k	164.57	View chart
Welltower Inc Com reit (WELL)	0.1	$12M	+69%	62k	197.78	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.1	$12M	+2%	257k	47.57	View chart
Novartis Sponsored Adr (NVS)	0.1	$12M	-15%	80k	152.77	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.1	$12M	+19%	172k	69.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$12M	+41%	28k	426.41	View chart
Western Digital (WDC)	0.1	$12M	+695%	44k	270.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$12M	+2%	80k	148.16	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$12M	+13%	226k	52.30	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$12M	+8%	139k	84.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$12M	NEW	105k	110.48	View chart
Extra Space Storage (EXR)	0.1	$12M	-24%	88k	131.13	View chart
Thermo Fisher Scientific (TMO)	0.1	$12M	+26%	24k	491.80	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$12M	+30%	346k	33.37	View chart
Ge Vernova (GEV)	0.1	$11M		13k	872.92	View chart
Eaton Corp SHS (ETN)	0.1	$11M	+24%	32k	357.67	View chart
Parker-Hannifin Corporation (PH)	0.1	$11M	+106%	13k	895.48	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$11M	+5%	204k	55.36	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$11M	+295%	102k	110.86	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$11M	+287%	103k	108.99	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$11M	+310%	415k	26.61	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$11M	+37%	412k	26.58	View chart
Amphenol Corp Cl A (APH)	0.1	$11M	+78%	86k	126.36	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$11M	+8%	137k	78.77	View chart
Merck & Co (MRK)	0.1	$11M	+35%	89k	120.31	View chart
Te Connectivity Ord Shs (TEL)	0.1	$11M		51k	209.02	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$11M	+8%	155k	69.30	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$11M	+21%	228k	46.95	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$11M		233k	45.52	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$11M	+3%	554k	18.94	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$10M		408k	25.11	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$10M	-27%	218k	46.91	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$10M	+255%	107k	95.44	View chart
Charles Schwab Corporation (SCHW)	0.1	$10M	+5%	108k	93.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$10M	+19%	89k	113.11	View chart
Micron Technology (MU)	0.1	$10M	-5%	30k	337.84	View chart
Hca Holdings (HCA)	0.1	$10M	+218%	21k	473.26	View chart
Johnson Controls Internation SHS (JCI)	0.1	$9.8M	+52%	75k	130.95	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$9.5M	+53%	311k	30.50	View chart
At&t (T)	0.1	$9.4M	+134%	325k	28.99	View chart
Honeywell International (HON)	0.1	$9.3M	+28%	41k	226.04	View chart
Boeing Company (BA)	0.1	$9.3M	+9%	47k	199.03	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$9.3M	-28%	39k	239.99	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$9.2M	+19%	140k	66.00	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$9.2M	+177%	68k	135.72	View chart
Boston Scientific Corporation (BSX)	0.1	$9.2M	+137%	147k	62.75	View chart
Sap Se Spon Adr (SAP)	0.1	$9.1M	+23%	53k	171.21	View chart
American Express Company (AXP)	0.1	$9.1M	+53%	30k	302.50	View chart
Howmet Aerospace (HWM)	0.1	$9.1M	+68%	39k	230.46	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$9.0M	+15%	209k	43.20	View chart
Pfizer (PFE)	0.1	$8.9M	+667%	318k	28.08	View chart
Amgen (AMGN)	0.1	$8.9M	+70%	25k	351.85	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$8.9M	+10%	133k	67.07	View chart
Capital One Financial (COF)	0.1	$8.9M	+8%	49k	182.47	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$8.9M	+5%	15k	605.01	View chart
Palo Alto Networks (PANW)	0.1	$8.8M	+17%	55k	160.32	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$8.7M	+25%	81k	106.50	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$8.6M	+66%	215k	40.19	View chart
UnitedHealth (UNH)	0.1	$8.6M	+36%	32k	270.67	View chart
Tempus Ai Cl A (TEM)	0.1	$8.6M	+19%	189k	45.22	View chart
Medtronic SHS (MDT)	0.1	$8.6M	+23%	99k	86.66	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$8.5M	-43%	186k	45.83	View chart
Roku Com Cl A (ROKU)	0.1	$8.5M	-33%	90k	94.62	View chart
Ross Stores (ROST)	0.1	$8.4M	+59%	39k	216.63	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$8.4M	+29%	286k	29.36	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$8.4M	+102%	12k	697.97	View chart
Ge Aerospace Com New (GE)	0.1	$8.2M	+14%	29k	283.80	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$8.2M	+3%	228k	35.78	View chart
Cummins (CMI)	0.1	$8.1M	+65%	15k	538.06	View chart
Corning Incorporated (GLW)	0.1	$8.1M	-29%	59k	136.03	View chart
Marsh & McLennan Companies (MRSH)	0.1	$8.1M	-4%	47k	173.47	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$8.0M	+3%	238k	33.79	View chart
Ecolab (ECL)	0.1	$8.0M	+8%	30k	266.08	View chart
Teradyne (TER)	0.1	$8.0M	-34%	27k	296.46	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$8.0M	+31%	304k	26.28	View chart
Norfolk Southern (NSC)	0.1	$8.0M	+47%	28k	287.00	View chart
Uber Technologies (UBER)	0.1	$8.0M	+9%	111k	71.93	View chart
Kinder Morgan (KMI)	0.1	$8.0M	+18%	238k	33.53	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$7.9M	+98%	78k	102.25	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$7.8M	NEW	109k	71.13	View chart
Citigroup Com New (C)	0.1	$7.8M		69k	113.43	View chart
Oracle Corporation (ORCL)	0.1	$7.8M	-5%	53k	147.17	View chart
PNC Financial Services (PNC)	0.1	$7.7M	+7%	37k	208.09	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$7.7M	+195%	160k	47.98	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$7.6M	+2%	252k	30.07	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$7.5M		38k	198.29	View chart
Texas Instruments Incorporated (TXN)	0.1	$7.5M	+9%	39k	194.17	View chart
Analog Devices (ADI)	0.1	$7.4M	-13%	23k	318.18	View chart
Bank of America Corporation (BAC)	0.1	$7.3M	+12%	150k	48.75	View chart
International Business Machines (IBM)	0.1	$7.3M	+43%	30k	242.46	View chart

Past Filings by Vestmark Advisory Solutions

SEC 13F filings are viewable for Vestmark Advisory Solutions going back to 2019

Vestmark Advisory Solutions 2026 Q1 filed May 15, 2026
Vestmark Advisory Solutions 2025 Q4 filed Feb. 6, 2026
Vestmark Advisory Solutions 2025 Q3 filed Nov. 10, 2025
Vestmark Advisory Solutions 2025 Q2 filed Aug. 6, 2025
Vestmark Advisory Solutions 2025 Q1 filed May 13, 2025
Vestmark Advisory Solutions 2024 Q4 filed Feb. 6, 2025
Vestmark Advisory Solutions 2024 Q3 filed Nov. 14, 2024
Vestmark Advisory Solutions 2024 Q2 filed Aug. 12, 2024
Vestmark Advisory Solutions 2024 Q1 filed May 15, 2024
Vestmark Advisory Solutions 2023 Q4 filed Feb. 6, 2024
Vestmark Advisory Solutions 2023 Q3 filed Nov. 6, 2023
Vestmark Advisory Solutions 2023 Q2 filed Aug. 7, 2023
Vestmark Advisory Solutions 2023 Q1 filed May 9, 2023
Vestmark Advisory Solutions 2022 Q4 filed Jan. 20, 2023
Vestmark Advisory Solutions 2022 Q3 filed Nov. 3, 2022
Vestmark Advisory Solutions 2022 Q2 filed Aug. 4, 2022

View all past filings

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