Vestmark Advisory Solutions, Inc. Purchases in Q3 2025

Vestmark Advisory Solutions, Inc.

  • $4.71 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
120K
+ 102.1%
$567.77 - $614.76 $68.1M - $73.7M
237K $145M
GLD
Spdr Gold Trust

ETFs
69.5K
+ 1416.11%
$300.96 - $355.47 $20.9M - $24.7M
74.4K $26.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
191K
+ 231.73%
$108.97 - $121.65 $20.8M - $23.2M
273K $33M
IJS
Ishares S&P Smallcap 600 Value

ETFs
209K
New
$98.99 - $112.2 $20.7M - $23.5M
209K $23.1M
AAPL
Apple Inc.

Technology
62.3K
+ 45.51%
$202.38 - $256.87 $12.6M - $16M
199K $50.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
801K
+ 890.14%
$25.21 - $25.99 $20.2M - $20.8M
891K $23M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
361K
+ 2970.15%
$50.29 - $50.86 $18.2M - $18.4M
373K $19M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
775K
New
$22.9 - $23.58 $17.7M - $18.3M
775K $18.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
132K
New
$122.57 - $132.57 $16.1M - $17.4M
132K $17.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
199K
+ 1315.17%
$81.75 - $84.54 $16.3M - $16.8M
214K $18M
NVDA
Nvidia Corp

Technology
39.9K
+ 12.66%
$153.3 - $186.58 $6.12M - $7.45M
355K $66.3M
AVUS
American Centy ETF Tr Avantis

ETFs
133K
+ 75.76%
$101.2 - $109.16 $13.5M - $14.5M
309K $33.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
169K
+ 3446.56%
$90.83 - $93.81 $15.4M - $15.9M
174K $16.3M
EXR
Extra Space Storage Inc.

Real Estate
111K
+ 1635.63%
$134.36 - $152.88 $14.9M - $16.9M
117K $16.5M
IXUS
Ishares Tr

ETFs
188K
+ 3767.68%
$76.35 - $82.58 $14.3M - $15.5M
193K $15.9M
IEFA
Ishares Tr

ETFs
168K
New
$81.7 - $87.53 $13.7M - $14.7M
168K $14.7M
MSFT
Microsoft Corp

Technology
23.4K
+ 23.19%
$491.09 - $535.64 $11.5M - $12.5M
124K $64.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
115K
+ 3089.38%
$108.46 - $120.63 $12.5M - $13.9M
119K $14.1M
JIG
J P Morgan Exchange Traded Fd

ETFs
178K
New
$69.55 - $75.34 $12.4M - $13.4M
178K $13.4M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
133K
+ 13.27%
$69.02 - $73.57 $9.17M - $9.78M
1.13M $83.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
242K
+ 66.67%
$49.05 - $49.99 $11.9M - $12.1M
605K $30.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
454K
New
$25.67 - $27.21 $11.6M - $12.3M
454K $12.2M
AVGO
Broadcom Inc.

Technology
22.1K
+ 26.21%
$264.74 - $369.57 $5.84M - $8.15M
106K $35M
VGLT
Vanguard Long Term Treasury Et

ETFs
202K
New
$54.21 - $57.41 $10.9M - $11.6M
202K $11.5M
VO
Vanguard Mid Cap ETF

ETFs
38.9K
New
$279.83 - $293.74 $10.9M - $11.4M
38.9K $11.4M
SIVR
Abrdn Silver ETF Trust

ETFs
252K
New
$34.34 - $44.62 $8.64M - $11.2M
252K $11.2M
VBR
Vanguard Small Cap Value ETF

ETFs
50.6K
New
$195.41 - $212.37 $9.89M - $10.8M
50.6K $10.6M
PRF
Invesco Exchange Traded Fd Tr

ETFs
211K
New
$42.04 - $45.23 $8.88M - $9.56M
211K $9.55M
GOOGL
Alphabet Inc.

Communication Services
10.8K
+ 12.15%
$174.36 - $254.72 $1.89M - $2.76M
100K $24.3M
HYLS
First Tr Tactical High Yield L

ETFs
197K
+ 152.5%
$41.62 - $42.32 $8.19M - $8.33M
326K $13.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
86.6K
+ 1292.48%
$92.18 - $95.14 $7.98M - $8.24M
93.3K $8.88M
LRGF
Ishares Tr

ETFs
119K
New
$64.13 - $69.24 $7.65M - $8.26M
119K $8.24M
CVX
Chevron Corp

Energy
48.6K
+ 135.59%
$145.57 - $161.83 $7.07M - $7.87M
84.4K $13.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
18.7K
+ 56.78%
$224.68 - $282.71 $4.21M - $5.3M
51.8K $14.5M
INDA
Ishares Msci India Index Fund

ETFs
133K
New
$51.98 - $55.84 $6.93M - $7.45M
133K $6.94M
SPSB
Spdr Portfolio Short Term Corp

ETFs
217K
New
$30.02 - $30.29 $6.51M - $6.57M
217K $6.57M
XOM
Exxon Mobil Corp

Energy
56.3K
+ 240.96%
$105.83 - $117.22 $5.95M - $6.6M
79.6K $8.98M
ORCL
Oracle Corp

Technology
14K
+ 36.68%
$218.96 - $328.33 $3.06M - $4.59M
52.1K $14.7M
WMT
Walmart Inc.

Consumer Defensive
59K
+ 308.6%
$94.4 - $104.27 $5.57M - $6.15M
78.1K $8.05M
JNJ
Johnson & Johnson

Healthcare
24K
+ 47.42%
$155.17 - $185.42 $3.73M - $4.46M
74.7K $13.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
123K
+ 413.66%
$42.67 - $46.91 $5.26M - $5.78M
153K $7.17M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
71.2K
New
$79.89 - $83.25 $5.69M - $5.93M
71.2K $5.89M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
117K
New
$43.65 - $46.42 $5.13M - $5.45M
117K $5.45M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
40.5K
+ 226.22%
$112.94 - $129.99 $4.57M - $5.26M
58.4K $7.47M
GTO
Invesco Actively Managed ETF T

ETFs
112K
+ 107.98%
$46.43 - $47.91 $5.18M - $5.35M
215K $10.2M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
114K
New
$42.39 - $44.63 $4.83M - $5.09M
114K $5.08M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
17.8K
+ 70.33%
$225.11 - $247.9 $4.01M - $4.41M
43.1K $10.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
54.6K
+ 1199.63%
$82.38 - $83.0 $4.5M - $4.53M
59.1K $4.9M
JPM
Jpmorgan Chase & CO

Financial Services
10.3K
+ 23.79%
$282.78 - $316.06 $2.92M - $3.27M
53.8K $17M
Activity Summary
Buys All Purchases 492 New Holdings 239 Increased Positions 253 Sells All Sells 415 Reductions 415 Sold out 0 Options Calls 0 Puts 0
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