DOSSIER · 13F-HR · Q1 2026

Vestmark Advisory Solutions, Inc.

$9.0B in tracked AUM across 2,193 positions as of Q1 2026.

VA
CIK 0001736982 · last filed Mar 31, 2026
Total AUM
$9.0B
as of Q1 2026
Holdings
2,193
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q1 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 · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$259M807K2.9%
02
BBUS
J P MORGAN EXCHANGE TRADED F
$210M1.8M2.3%
03
DFAC
DIMENSIONAL ETF TRUST
$196M5.0M2.2%
04
AAPL
APPLE INC
$156M614K1.7%
05
NVDA
NVIDIA CORPORATION
$135M773K1.5%
06
VXUS
VANGUARD STAR FDS
$134M1.7M1.5%
07
BND
VANGUARD BD INDEX FDS
$134M1.8M1.5%
08
VOO
VANGUARD INDEX FDS
$129M217K1.4%
09
GLD
SPDR GOLD TR
$124M289K1.4%
10
MSFT
MICROSOFT CORP
$117M316K1.3%

Filing history

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
2023Q2Jun 30
$2.6B 13.7%
1,147 positionsLocked
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