DOSSIER · 13F-HR · Q2 2026

Vestmark Advisory Solutions, Inc.

$10.6B in tracked AUM across 2,482 positions as of Q2 2026.

VA
CIK 0001736982 · last filed Jun 30, 2026
Total AUM
$10.6B
as of Q2 2026
Holdings
2,482
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Vestmark Advisory Solutions, Inc. reported $9.0B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in VTI, BBUS, DFAC. Notable moves this quarter: GLD INCREASED (+$43.9M); VEA INCREASED (+$37.3M). 10 new positions initiated, 10 closed out, reflecting 60 total changes from the prior quarter.

Vestmark Advisory Solutions, Inc. entered 2026-03-31 with $9.0B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a etf tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$298M806K2.8%
02
BBUS
J P MORGAN EXCHANGE TRADED F
$242M1.8M2.3%
03
DFAC
DIMENSIONAL ETF TRUST
$224M5.0M2.1%
04
VOO
VANGUARD INDEX FDS
$192M279K1.8%
05
AAPL
APPLE INC
$172M595K1.6%
06
NVDA
NVIDIA CORPORATION
$159M792K1.5%
07
VXUS
VANGUARD STAR FDS
$149M1.7M1.4%
08
BND
VANGUARD BD INDEX FDS
$135M1.8M1.3%
09
MSFT
MICROSOFT CORP
$119M318K1.1%
10
JCPB
J P MORGAN EXCHANGE TRADED F
$115M2.5M1.1%

Filing history

2026Q2Jun 30
$10.6B▲ 18.1%
2,482 positionsView →
2026Q1Mar 31
$9.0B▲ 21.7%
2,193 positionsView →
2025Q4Dec 31
$7.4B▲ 41.2%
2,073 positionsView →
2025Q3Sep 30
$5.2B▼ 24.2%
1,497 positionsView →
2025Q2Jun 30
$6.9B▲ 216.2%
1,272 positionsLocked
2025Q1Mar 31
$2.2B▼ 24.6%
582 positionsLocked
2024Q4Dec 31
$2.9B▲ 8.1%
647 positionsLocked
2024Q3Sep 30
$2.7B▲ 12.1%
576 positionsLocked
2024Q2Jun 30
$2.4B▲ 3.2%
818 positionsLocked
2024Q1Mar 31
$2.3B▲ 18.0%
583 positionsLocked
2023Q4Dec 31
$2.0B▲ 43.1%
535 positionsLocked
2023Q3Sep 30
$1.4B▼ 47.6%
422 positionsLocked
Showing 12 of 30