Vestmark Advisory Solutions, Inc. Purchases in Q2 2025

Vestmark Advisory Solutions, Inc.

  • $6.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
79K
New
$152.93 - $181.74 $12.1M - $14.4M
79K $14.4M
DIHP
Dimensional ETF Tr Dimensional

ETFs
452K
+ 112.11%
$24.32 - $29.74 $11M - $13.4M
855K $25.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
155K
New
$72.96 - $90.39 $11.3M - $14M
155K $13.9M
FXL
First Tr Exchange Traded Fd Fi

ETFs
67.8K
+ 67.15%
$115.28 - $157.36 $7.82M - $10.7M
169K $26.6M
FTCS
First Trust Capital Strength E

ETFs
142K
+ 78.88%
$81.6 - $92.39 $11.6M - $13.1M
323K $29.3M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
136K
+ 43.92%
$97.29 - $105.63 $13.2M - $14.3M
445K $45.2M
FXG
First Tr Exchange Traded First

ETFs
197K
New
$61.21 - $66.04 $12.1M - $13M
197K $12.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
293K
New
$32.66 - $40.75 $9.56M - $11.9M
293K $11.9M
PHYL
Pgim ETF Tr

ETFs
326K
+ 141.25%
$33.41 - $35.49 $10.9M - $11.6M
557K $19.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
135K
+ 123.22%
$65.84 - $80.81 $8.87M - $10.9M
244K $19.5M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
96K
+ 84.36%
$70.54 - $93.95 $6.77M - $9.01M
210K $19.7M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
248K
+ 122.05%
$36.02 - $41.92 $8.93M - $10.4M
451K $18.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
247K
+ 106.72%
$41.1 - $42.37 $10.1M - $10.5M
478K $20.2M
META
Meta Platforms, Inc.

Communication Services
5.97K
+ 16.19%
$484.66 - $738.09 $2.89M - $4.4M
42.8K $31.6M
VIG
Vanguard Dividend Appreciation

ETFs
55.9K
+ 119.71%
N/A
103K $18.7M
IGF
Ishares Global Infrastructure

ETFs
171K
New
$50.55 - $59.83 $8.65M - $10.2M
171K $10.1M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
453K
+ 130.71%
$21.71 - $22.3 $9.84M - $10.1M
800K $17.8M
EDOW
First Tr Exchange Traded Fd

ETFs
246K
+ 78.6%
$32.19 - $38.33 $7.92M - $9.43M
559K $21.4M
AMZN
Amazon Com Inc

Consumer Cyclical
25.5K
+ 17.76%
$167.32 - $223.3 $4.26M - $5.69M
169K $37.1M
FXU
First Tr Exchange Traded Fd Ut

ETFs
217K
+ 413.38%
$37.86 - $43.29 $8.23M - $9.41M
270K $11.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
185K
+ 104.02%
$48.5 - $49.35 $8.98M - $9.14M
363K $17.9M
FXI
Ishares Tr

ETFs
246K
New
$29.59 - $37.41 $7.28M - $9.21M
246K $9.05M
FSIG
First Tr ETF Iv LTD Duration I
466K
+ 100.25%
$18.77 - $19.14 $8.74M - $8.92M
930K $17.8M
FXO
First Tr Exchange Traded Fd Fi

ETFs
145K
+ 63.96%
$45.9 - $56.06 $6.67M - $8.14M
372K $20.9M
NUDM
Nuveen Esg International Devel

ETFs
220K
+ 103.07%
$28.66 - $35.49 $6.3M - $7.8M
433K $15.4M
XLU
Utilities Sector Spdr

ETFs
98.2K
New
$73.09 - $82.77 $7.18M - $8.13M
98.2K $8.02M
AMD
Advanced Micro Devices Inc

Technology
47.4K
+ 163.08%
$78.21 - $143.81 $3.71M - $6.81M
76.4K $10.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
163K
+ 115.11%
$30.53 - $40.65 $4.98M - $6.63M
305K $12.4M
FTA
First Tr Large Cap Value

ETFs
89.5K
+ 78.88%
$67.12 - $78.63 $6M - $7.03M
203K $15.9M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
218K
+ 107.54%
$23.66 - $29.99 $5.16M - $6.54M
421K $12.6M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
233K
+ 107.23%
$22.25 - $28.0 $5.18M - $6.52M
450K $12.6M
EMB
Ishares Tr

ETFs
71.6K
+ 89.46%
$86.54 - $92.62 $6.2M - $6.64M
152K $14.1M
FXH
First Tr Exchange Trd Fd Healt

ETFs
64.9K
+ 109.52%
$93.63 - $103.68 $6.08M - $6.73M
124K $12.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
78.3K
+ 74.6%
$61.79 - $76.67 $4.84M - $6M
183K $13.9M
ACHR
Archer Aviation Inc.

Industrials
474K
+ 114.55%
$6.2 - $13.3 $2.94M - $6.3M
888K $9.63M
VEA
Vanguard Ftse Developed Market

ETFs
94.7K
+ 45.4%
$45.65 - $57.01 $4.32M - $5.4M
303K $17.3M
QTEC
First Trust Nasdaq 100 Technol

ETFs
24.3K
+ 79.62%
$149.56 - $212.83 $3.63M - $5.16M
54.7K $11.6M
GOOGL
Alphabet Inc.

Communication Services
27.7K
+ 45.0%
$144.7 - $178.6 $4.01M - $4.95M
89.2K $15.7M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
137K
+ 149.86%
$42.51 - $43.7 $5.84M - $6.01M
229K $10M
JPM
Jpmorgan Chase & CO

Financial Services
16K
+ 58.14%
$210.28 - $289.91 $3.36M - $4.63M
43.5K $12.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
25.3K
New
$171.4 - $227.1 $4.34M - $5.75M
25.3K $5.75M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
68K
+ 152.49%
$68.45 - $79.52 $4.65M - $5.41M
113K $8.95M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
60.8K
+ 153.86%
$71.28 - $83.74 $4.33M - $5.09M
100K $8.4M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
137K
+ 43.03%
$38.81 - $44.28 $5.32M - $6.07M
456K $19.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
12.2K
New
$320.42 - $424.58 $3.91M - $5.19M
12.2K $5.19M
ORCL
Oracle Corp

Technology
15.6K
+ 69.01%
$122.82 - $218.63 $1.91M - $3.4M
38.1K $8.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
33.9K
+ 29.28%
$114.78 - $133.31 $3.89M - $4.52M
150K $19.9M
NTRA
Natera, Inc.

Healthcare
25.3K
+ 103.96%
$132.23 - $171.87 $3.35M - $4.35M
49.6K $8.39M
GTO
Invesco Actively Managed ETF T

ETFs
103K
New
$45.73 - $47.2 $4.73M - $4.88M
103K $4.85M
Activity Summary
Buys All Purchases 491 New Holdings 203 Increased Positions 288 Sells All Sells 280 Reductions 280 Sold out 0 Options Calls 0 Puts 0
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