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
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.24K
+ 1645.45%
$546.99 - $602.2 $3.96M - $4.36M
7.68K $4.61M
VOE
Vanguard Mid Cap Value Index F

ETFs
24.7K
New
$164.63 - $174.58 $4.07M - $4.32M
24.7K $4.32M
GSID
Goldman Sachs ETF Tr Marketbet

ETFs
63.7K
New
$62.5 - $67.07 $3.98M - $4.27M
63.7K $4.24M
JHML
John Hancock Multifactor Large

ETFs
53.8K
New
$73.53 - $78.37 $3.96M - $4.22M
53.8K $4.22M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
16.1K
+ 383.79%
$236.25 - $257.69 $3.81M - $4.16M
20.4K $5.22M
AVDE
American Centy ETF Tr Avantis

ETFs
49.4K
+ 83.16%
$73.24 - $79.04 $3.62M - $3.9M
109K $8.58M
UBS
Ubs Group Ag

Financial Services
99.5K
New
$33.77 - $42.38 $3.36M - $4.22M
99.5K $4.08M
XLG
Invesco Exchange Traded Fd Tr

ETFs
66.3K
New
$51.78 - $57.89 $3.43M - $3.84M
66.3K $3.81M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
47.8K
New
$50.79 - $76.4 $2.43M - $3.65M
47.8K $3.65M
RWL
Invesco Exchange Traded Fd Tr

ETFs
32.1K
New
$102.17 - $110.66 $3.28M - $3.55M
32.1K $3.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.59K
+ 72.42%
$459.11 - $506.91 $3.03M - $3.34M
15.7K $7.89M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
229K
New
$14.8 - $15.15 $3.39M - $3.47M
229K $3.43M
EEM
Ishares Msci Emerging Markets

ETFs
64K
New
$48.07 - $53.4 $3.08M - $3.42M
64K $3.42M
TJX
Tjx Companies Inc

Consumer Cyclical
17.5K
+ 42.25%
$121.35 - $144.54 $2.13M - $2.53M
59K $8.53M
FPE
First Tr Pfd Secs & Income ETF

ETFs
187K
New
$17.81 - $18.39 $3.32M - $3.43M
187K $3.4M
TRMB
Trimble Inc.

Technology
41K
+ 515.36%
$76.46 - $85.24 $3.13M - $3.49M
48.9K $3.99M
EEMV
Ishares Msci Emerging Markets

ETFs
53K
New
$61.94 - $64.63 $3.28M - $3.43M
53K $3.38M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
161K
New
$20.64 - $21.54 $3.32M - $3.47M
161K $3.38M
PFEB
Innovator U.S. Equity Power Bu

ETFs
83.6K
New
$37.99 - $39.69 $3.18M - $3.32M
83.6K $3.32M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
32.1K
New
$101.12 - $106.18 $3.24M - $3.4M
32.1K $3.3M
LLY
Eli Lilly & CO

Healthcare
4.4K
+ 33.47%
$625.65 - $812.69 $2.75M - $3.58M
17.5K $13.4M
RTX
Raytheon Technologies Corp

Industrials
16.1K
+ 112.24%
$144.19 - $167.33 $2.32M - $2.7M
30.5K $5.1M
RWR
Spdr Dow Jones Reit ETF

ETFs
29.6K
New
$95.17 - $101.62 $2.82M - $3.01M
29.6K $2.97M
VGT
Vanguard Information Technolog

ETFs
3.74K
+ 268.71%
$656.44 - $753.15 $2.45M - $2.81M
5.13K $3.83M
IBP
Installed Building Products, Inc.

Consumer Cyclical
11.4K
New
$184.09 - $279.47 $2.11M - $3.2M
11.4K $2.82M
CSCO
Cisco Systems, Inc.

Technology
42.1K
+ 62.75%
$66.2 - $71.79 $2.79M - $3.02M
109K $7.48M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
33.9K
+ 404.76%
$78.96 - $80.04 $2.67M - $2.71M
42.2K $3.37M
SCHG
Schwab Strategic Tr Us Large C

ETFs
68.5K
+ 38.95%
$28.92 - $32.19 $1.98M - $2.21M
244K $7.8M
HD
Home Depot, Inc.

Consumer Cyclical
4.56K
+ 21.86%
$357.4 - $423.42 $1.63M - $1.93M
25.4K $10.3M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
19.3K
New
$126.64 - $135.65 $2.44M - $2.62M
19.3K $2.62M
IWD
Ishares Russell 1000 Val ETF

ETFs
12.5K
+ 179.96%
$192.76 - $203.86 $2.41M - $2.55M
19.5K $3.96M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
91.1K
New
$26.38 - $27.95 $2.4M - $2.55M
91.1K $2.49M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
52.4K
New
$46.51 - $50.07 $2.44M - $2.62M
52.4K $2.46M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
12.8K
+ 471.06%
$103.83 - $179.9 $1.32M - $2.3M
15.5K $2.76M
MCD
Mcdonalds Corp

Consumer Cyclical
7.63K
+ 85.52%
$291.67 - $316.99 $2.23M - $2.42M
16.6K $5.03M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
43.1K
+ 118.55%
$50.9 - $52.37 $2.19M - $2.26M
79.4K $4.15M
ABBV
Abb Vie Inc.

Healthcare
1.18K
+ 2.73%
$184.85 - $231.54 $217K - $272K
44.2K $10.2M
BA
Boeing CO

Industrials
10.2K
+ 1043.63%
$209.79 - $237.38 $2.13M - $2.41M
11.1K $2.4M
TFLO
Ishares Treasury Floating Rate

ETFs
42.2K
New
$50.45 - $50.65 $2.13M - $2.14M
42.2K $2.13M
ETN
Eaton Corp PLC

Industrials
4.8K
+ 25.55%
$342.99 - $392.76 $1.64M - $1.88M
23.6K $8.82M
GBIL
Goldman Sachs Access Treasury

ETFs
21K
New
$99.82 - $100.23 $2.09M - $2.1M
21K $2.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13.1K
+ 33.98%
$89.32 - $107.82 $1.17M - $1.41M
51.7K $5.57M
BAC
Bank Of America Corp

Financial Services
38.2K
+ 132.76%
$44.92 - $52.42 $1.71M - $2M
66.9K $3.45M
NEE
Nextera Energy Inc

Utilities
22.9K
+ 41.61%
$69.77 - $77.54 $1.6M - $1.78M
78K $5.89M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
50.1K
New
$37.04 - $40.86 $1.86M - $2.05M
50.1K $2.04M
VNQ
Vanguard Specialized Funds Van

ETFs
21.9K
New
$88.47 - $93.24 $1.94M - $2.04M
21.9K $2M
MS
Morgan Stanley

Financial Services
9.69K
+ 41.12%
$139.09 - $161.16 $1.35M - $1.56M
33.3K $5.29M
UNP
Union Pacific Corp

Industrials
7.91K
+ 171.82%
$214.91 - $237.16 $1.7M - $1.88M
12.5K $2.96M
SRLN
Ssga Active Trust

ETFs
44.5K
New
$41.28 - $41.65 $1.84M - $1.85M
44.5K $1.85M
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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