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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, VOO, AAPL, and represent 10.59% of Vestmark Advisory Solutions's stock portfolio.
Added to shares of these 10 stocks: BOKF (+$107M), VUG (+$90M), VOO (+$43M), VO (+$37M), CORO (+$36M), PTRB (+$36M), PZA (+$35M), IVW (+$34M), IVV (+$30M), GIGL (+$26M).
Started 221 new stock positions in CLX, VPL, PMIO, AAOI, PTRB, SPMO, FIIG, AAAU, DXCM, HASI.
Reduced shares in these 10 stocks: SDVY (-$34M), JAVA (-$31M), VT (-$26M), IJS (-$26M), IJJ (-$21M), HEFA (-$20M), VXF (-$20M), RDVY (-$19M), JEPI (-$19M), IVE (-$18M).
Sold out of its positions in ASTS, ANF, FOLD, MT, Ascendis Pharma A S, BIDU, BCPC, BRBR, BMNR, MQY.
Vestmark Advisory Solutions was a net buyer of stock by $861M.
Vestmark Advisory Solutions has $11B in assets under management (AUM), dropping by 18.05%.
Central Index Key (CIK): 0001736982

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Portfolio Holdings for Vestmark Advisory Solutions

Vestmark Advisory Solutions holds 1464 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Vestmark Advisory Solutions has 1464 total positions. Only the first 250 positions are shown.

Sign up to view all of the Vestmark Advisory Solutions June 30, 2026 positions
Download the Vestmark Advisory Solutions June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$298M		806k	370.04	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	2.3	$242M		1.8M	134.72	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	2.1	$224M		5.0M	44.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$192M	+28%	279k	686.81	View chart
Apple (AAPL)	1.6	$172M	-3%	595k	289.36	View chart
NVIDIA Corporation (NVDA)	1.5	$159M	+2%	792k	200.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$149M		1.7M	85.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$135M		1.8M	73.41	View chart
Microsoft Corporation (MSFT)	1.1	$119M		318k	373.02	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.1	$115M	+4%	2.5M	46.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$108M	+6%	302k	357.38	View chart
Bok Finl Corp Com New (BOKF)	1.0	$107M	NEW	770k	138.88	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$103M	+705%	1.2M	86.14	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.9	$100M		1.2M	82.49	View chart
Amazon (AMZN)	0.9	$100M		419k	238.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$92M	-14%	248k	368.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$86M	+35%	117k	736.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$85M	+7%	1.2M	71.25	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.8	$84M		1.5M	54.67	View chart
Broadcom (AVGO)	0.8	$82M		216k	377.75	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.8	$80M		1.5M	53.50	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$74M	+8%	888k	82.84	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$71M	+41%	775k	91.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$69M	+77%	92k	748.89	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$65M	+15%	1.3M	48.43	View chart
Eli Lilly & Co. (LLY)	0.6	$65M	+4%	54k	1199.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$61M	+14%	612k	98.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$60M	-6%	1.6M	37.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$59M	+19%	755k	77.91	View chart
JPMorgan Chase & Co. (JPM)	0.5	$58M	+5%	177k	327.24	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.5	$58M		1.5M	38.79	View chart
Exxon Mobil Corporation (XOM)	0.5	$57M	+3%	414k	136.70	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$56M	+41%	825k	68.01	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$56M	-35%	704k	79.41	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.5	$55M		1.3M	41.73	View chart
Home Depot (HD)	0.5	$54M	+13%	153k	352.68	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$53M	-6%	71k	746.76	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.5	$52M		524k	98.59	View chart
Meta Platforms Cl A (META)	0.5	$51M	+10%	91k	563.29	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.5	$50M	+3%	1.2M	43.11	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.5	$50M		700k	71.22	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$49M		384k	128.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$47M	+363%	588k	80.57	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.4	$47M	+8%	1.0M	45.80	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.4	$47M		858k	54.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$47M	+278%	338k	137.53	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.4	$45M	-8%	1.9M	24.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$45M	+26%	205k	219.48	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.4	$44M		683k	63.88	View chart
Tesla Motors (TSLA)	0.4	$42M		99k	420.60	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.4	$42M	-12%	1.6M	25.52	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$41M	+575%	1.8M	23.52	View chart
Micron Technology (MU)	0.4	$41M	+20%	36k	1154.17	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$41M	-31%	506k	81.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$40M	+9%	418k	96.58	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.4	$40M		1.6M	25.85	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$40M		522k	75.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$39M	+5%	266k	148.31	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$39M	+9%	207k	190.52	View chart
Enterprise Products Partners (EPD)	0.4	$39M	+2%	1.1M	36.76	View chart
Natixis Etf Trust Ii Natixis Loomis (LSGR)	0.4	$38M		906k	42.13	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$38M	+9%	370k	102.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$38M	+8%	457k	82.65	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.3	$36M	NEW	986k	36.60	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.3	$36M	NEW	869k	41.46	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.3	$36M		1.3M	27.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$36M	+11%	102k	353.31	View chart
Johnson & Johnson (JNJ)	0.3	$35M	-5%	139k	253.97	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$35M	-5%	72k	477.58	View chart
Advanced Micro Devices (AMD)	0.3	$34M	-13%	58k	580.84	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$33M	+41%	625k	52.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$33M	-35%	150k	217.93	View chart
Capital Group Global Equity SHS (CGGE)	0.3	$32M	+3%	917k	35.24	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$32M	-21%	788k	40.64	View chart
Abbvie (ABBV)	0.3	$32M		127k	251.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$31M	+13%	131k	236.62	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$31M	+15%	607k	50.35	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.3	$30M		614k	49.28	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$30M	+598%	281k	106.31	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$30M	-6%	15k	1988.15	View chart
Visa Com Cl A (V)	0.3	$29M	-2%	86k	343.09	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$29M	+7%	319k	91.64	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$29M	+6%	334k	86.42	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.3	$28M		634k	44.48	View chart
Coca-Cola Company (KO)	0.3	$28M	+2%	346k	81.27	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$27M	+19%	306k	87.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$26M	+8%	342k	77.11	View chart
Goldman Sachs Etf Tr Corporate Bd Etf (GIGL)	0.2	$26M	NEW	513k	50.60	View chart
Wal-Mart Stores (WMT)	0.2	$26M		227k	113.26	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$26M	+32%	1.1M	22.78	View chart
Western Digital (WDC)	0.2	$25M	-10%	40k	638.72	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.2	$25M		570k	44.09	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$25M	+1240%	139k	178.61	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$25M	+19%	322k	76.70	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$24M	+15%	483k	49.78	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$23M	-13%	444k	52.34	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.2	$23M		444k	51.91	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.2	$23M	+962%	472k	48.85	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$23M	+69%	862k	26.23	View chart
Cisco Systems (CSCO)	0.2	$23M	-2%	192k	117.46	View chart
Comcast Corp Cl A (CMCSA)	0.2	$22M		901k	24.55	View chart
Costco Wholesale Corporation (COST)	0.2	$22M	+4%	24k	935.47	View chart
Goldman Sachs (GS)	0.2	$22M		22k	1011.35	View chart
Palo Alto Networks (PANW)	0.2	$22M	+16%	64k	341.02	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$22M	+1157%	244k	89.96	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$22M	-2%	479k	45.49	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.2	$22M		234k	91.95	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$21M	+4%	572k	37.51	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$21M	+148%	193k	110.15	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$21M	+70%	237k	89.20	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.2	$21M	+5%	419k	50.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$21M	+9%	42k	500.38	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$21M	+4%	452k	46.05	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$20M		215k	94.52	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$20M	+4%	116k	173.52	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$20M		428k	46.15	View chart
UnitedHealth (UNH)	0.2	$19M	+45%	46k	415.66	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$19M	+2%	213k	89.01	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$19M	-4%	198k	95.44	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$19M	-24%	806k	23.13	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.2	$19M		213k	87.18	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$18M		386k	47.75	View chart
Mastercard Incorporated Cl A (MA)	0.2	$18M	+13%	35k	513.60	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$18M		196k	92.21	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$18M		340k	52.76	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$18M	+762%	152k	117.50	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$18M	+8%	331k	53.61	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$18M	+123%	316k	56.16	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.2	$18M		524k	33.83	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$18M		364k	48.66	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$18M	+6%	164k	107.62	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$17M		23.00	748850.00	View chart
Philip Morris International (PM)	0.2	$17M		95k	180.91	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$17M		181k	93.92	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.2	$17M		78k	217.22	View chart
Series Portfolios Tr Equab Equit Etf (HEDG)	0.2	$17M	+22%	564k	30.00	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$17M	+5937%	805k	20.86	View chart
Williams Companies (WMB)	0.2	$17M	+2%	225k	74.34	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$16M	-6%	54k	303.12	View chart
Procter & Gamble Company (PG)	0.2	$16M	-13%	111k	146.64	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$16M		143k	114.18	View chart
Astrazeneca Ord (AZN)	0.2	$16M		86k	189.62	View chart
Ge Vernova (GEV)	0.2	$16M	+5%	14k	1174.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$16M		53k	302.97	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$16M	+404%	182k	87.91	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$16M	-8%	213k	74.96	View chart
Amphenol Corp Cl A (APH)	0.1	$16M	+4%	90k	176.32	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$16M		466k	34.12	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$16M	+8%	374k	42.33	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$16M	NEW	92k	170.86	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$16M	+17%	46k	342.83	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$16M		387k	40.13	View chart
Chevron Corporation (CVX)	0.1	$16M	-2%	94k	165.76	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$15M		154k	100.28	View chart
Nextera Energy (NEE)	0.1	$15M		175k	87.77	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$15M		160k	91.63	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$15M	+13%	257k	57.00	View chart
Goldman Sachs Etf Tr Smal Cap Equ Etf (GSC)	0.1	$15M	NEW	211k	69.23	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.1	$15M		271k	53.59	View chart
Merck & Co (MRK)	0.1	$14M	+25%	112k	128.50	View chart
Corning Incorporated (GLW)	0.1	$14M	-5%	56k	255.43	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$14M	+5%	144k	98.30	View chart
Cummins (CMI)	0.1	$14M	+32%	20k	713.21	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$14M		335k	42.21	View chart
Raytheon Technologies Corp (RTX)	0.1	$14M	-8%	75k	189.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$14M	+230%	417k	33.84	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$14M	+740%	146k	96.49	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$14M	-4%	158k	89.18	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$14M	-2%	259k	54.03	View chart
Applied Materials (AMAT)	0.1	$14M	+13%	19k	722.20	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.1	$14M	+7%	185k	75.14	View chart
Welltower Inc Com reit (WELL)	0.1	$14M		61k	226.97	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$14M	NEW	234k	59.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$14M	+287%	109k	124.17	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$13M	+3210%	82k	164.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$13M		107k	124.76	View chart
Texas Instruments Incorporated (TXN)	0.1	$13M	+15%	45k	298.09	View chart
McDonald's Corporation (MCD)	0.1	$13M	+13%	49k	270.31	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$13M		283k	46.87	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.1	$13M	-5%	242k	54.54	View chart
Eaton Corp SHS (ETN)	0.1	$13M	-2%	31k	426.47	View chart
Blackrock (BLK)	0.1	$13M	-18%	14k	959.69	View chart
Lam Research Corp Com New (LRCX)	0.1	$13M	+88%	30k	433.49	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$13M	-66%	83k	156.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$13M	+2%	82k	158.04	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$13M	+679%	256k	50.37	View chart
Novartis Sponsored Adr (NVS)	0.1	$13M	+2%	81k	156.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$13M	-58%	56k	227.03	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$13M	NEW	450k	28.05	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$12M	+948%	113k	110.32	View chart
Palantir Technologies Cl A (PLTR)	0.1	$12M	+4%	107k	116.67	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$12M	-23%	149k	81.74	View chart
Netflix (NFLX)	0.1	$12M	-5%	168k	71.40	View chart
Ge Aerospace Com New (GE)	0.1	$12M	+11%	32k	373.72	View chart
Parker-Hannifin Corporation (PH)	0.1	$12M	-3%	12k	978.32	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$12M	+125%	197k	59.71	View chart
American Express Company (AXP)	0.1	$12M	+15%	35k	338.26	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$12M	NEW	475k	24.66	View chart
Lowe's Companies (LOW)	0.1	$12M		53k	220.49	View chart
Morgan Stanley Com New (MS)	0.1	$12M	-25%	56k	209.03	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$12M	+6%	108k	107.13	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$12M	+2%	210k	55.18	View chart
Analog Devices (ADI)	0.1	$12M	+25%	29k	397.16	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$12M	-22%	283k	40.65	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$11M		218k	51.78	View chart
Intel Corporation (INTC)	0.1	$11M	+9%	81k	139.63	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$11M	+10%	237k	47.20	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$11M	+2%	215k	52.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$11M	+675%	93k	119.52	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$11M		233k	47.71	View chart
Tempus Ai Cl A (TEM)	0.1	$11M		190k	57.93	View chart
TJX Companies (TJX)	0.1	$11M	-15%	72k	151.50	View chart
Citigroup Com New (C)	0.1	$11M	+13%	78k	139.96	View chart
Intuitive Surgical Com New (ISRG)	0.1	$11M	+2%	27k	397.68	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$11M	-75%	253k	43.14	View chart
Caterpillar (CAT)	0.1	$11M	+32%	10k	1064.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$11M	-43%	182k	59.69	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$11M		141k	75.63	View chart
Shell Spon Ads (SHEL)	0.1	$11M	-18%	137k	77.54	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$11M	-10%	367k	28.97	View chart
Boeing Company (BA)	0.1	$11M	+4%	49k	216.47	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$11M	+4%	112k	94.57	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$11M		412k	25.56	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.1	$10M		554k	18.86	View chart
Amgen (AMGN)	0.1	$10M	+13%	29k	362.11	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$10M	-65%	42k	246.21	View chart
Charles Schwab Corporation (SCHW)	0.1	$10M	+2%	111k	92.27	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$10M	+58%	29k	354.57	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$10M		238k	42.77	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$10M	+2789%	182k	55.57	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$10M	NEW	85k	118.99	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.1	$10M	+6%	304k	32.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$9.9M	-42%	41k	242.99	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$9.9M	NEW	255k	38.58	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$9.8M	-14%	113k	87.04	View chart
Howmet Aerospace (HWM)	0.1	$9.8M	-7%	36k	268.86	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$9.7M		228k	42.67	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$9.6M	-14%	88k	109.07	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$9.6M	-46%	211k	45.58	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$9.6M	NEW	74k	130.40	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$9.6M	NEW	75k	127.34	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$9.4M	-17%	168k	56.22	View chart
International Business Machines (IBM)	0.1	$9.4M	+11%	34k	281.19	View chart
PNC Financial Services (PNC)	0.1	$9.2M		38k	246.24	View chart
Teradyne (TER)	0.1	$9.2M	-29%	19k	484.06	View chart
Bank of America Corporation (BAC)	0.1	$9.2M	+7%	161k	56.98	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$9.2M	+392%	334k	27.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$9.1M	+5%	86k	106.47	View chart
Barclays Adr (BCS)	0.1	$9.1M	+36%	338k	26.86	View chart
Intellia Therapeutics (NTLA)	0.1	$9.0M	-3%	533k	16.92	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 Q2 filed Aug. 14, 2026
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

View all past filings

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