Vestmark Advisory Solutions, Inc. Incresed Positions in Q2 2025

Vestmark Advisory Solutions, Inc.

  • $6.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
687K
+ 117.19%
$243.75 - $303.93 $168M - $209M
1.27M $387M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.48M
+ 108.05%
$89.63 - $111.92 $133M - $166M
2.86M $320M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.59M
+ 108.94%
$29.12 - $35.84 $134M - $165M
8.81M $316M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.71M
+ 110.64%
$55.54 - $69.09 $94.8M - $118M
3.25M $224M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.69M
+ 118.67%
$72.02 - $73.82 $122M - $125M
3.11M $229M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.22M
+ 390.78%
$96.84 - $99.46 $119M - $122M
1.54M $152M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.79M
+ 121.3%
$45.9 - $47.2 $82.1M - $84.5M
3.26M $154M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
938K
+ 113.11%
$54.98 - $67.95 $51.5M - $63.7M
1.77M $119M
BNDX
Vanguard Total International B

ETFs
1.02M
+ 120.06%
$48.77 - $49.55 $49.6M - $50.4M
1.86M $92.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
81.9K
+ 6620.7%
$496.48 - $617.85 $40.7M - $50.6M
83.1K $51.4M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.17M
+ 112.08%
$29.36 - $35.56 $34.5M - $41.8M
2.22M $79.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.44M
+ 117.24%
$24.21 - $29.47 $34.9M - $42.5M
2.67M $78.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.28M
+ 107.82%
$24.94 - $31.15 $31.8M - $39.7M
2.46M $76.5M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
619K
+ 115.42%
$56.84 - $65.5 $35.2M - $40.5M
1.16M $75.7M
HOOD
Robinhood Markets, Inc.

Technology
192K
+ 66.76%
$34.17 - $93.63 $6.57M - $18M
480K $45M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
648K
+ 115.12%
$33.7 - $43.1 $21.8M - $27.9M
1.21M $52.1M
IEMG
Ishares Inc

ETFs
559K
+ 86.29%
N/A
1.21M $64.7M
DGRO
Ishares Core Dividend Growth E

ETFs
447K
+ 83.07%
$55.22 - $63.94 $24.7M - $28.6M
986K $63M
CGDV
Capital Group Divid Value ETF

ETFs
687K
+ 106.64%
$31.93 - $39.49 $21.9M - $27.1M
1.33M $52.5M
IAU
Ishares Gold Trust

ETFs
474K
+ 4430.99%
$56.1 - $64.74 $26.6M - $30.7M
484K $30.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
627K
+ 272.16%
$44.68 - $45.96 $28M - $28.8M
858K $39.2M
NVDA
Nvidia Corp

Technology
98.4K
+ 45.35%
$94.31 - $157.99 $9.28M - $15.5M
315K $49.8M
IYW
Ishares Dj Us Tech ETF

ETFs
143K
+ 323.89%
$122.57 - $173.27 $17.5M - $24.7M
187K $32.4M
TSLA
Tesla, Inc.

Consumer Cyclical
69.1K
+ 103.06%
$221.86 - $362.89 $15.3M - $25.1M
136K $43.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
274K
+ 203.52%
$83.97 - $92.85 $23M - $25.5M
409K $36.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
125K
+ 198.01%
$152.42 - $182.82 $19.1M - $22.9M
189K $34.5M
COIN
Coinbase Global, Inc.

Technology
42.4K
+ 88.75%
$151.47 - $375.07 $6.42M - $15.9M
90.1K $31.6M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
779K
+ 116.04%
$28.21 - $28.85 $22M - $22.5M
1.45M $41.7M
RBLX
Roblox Corp

Communication Services
98.7K
+ 52.06%
$51.22 - $105.59 $5.05M - $10.4M
288K $30.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
299K
+ 859.44%
$51.16 - $62.02 $15.3M - $18.5M
333K $20.7M
MGK
Vanguard Mega Cap Growth ETF

ETFs
45.7K
+ 159.9%
$273.67 - $366.17 $12.5M - $16.7M
74.2K $27.2M
CGUS
Capital Group Core Equity ETF
444K
+ 109.73%
$29.93 - $36.93 $13.3M - $16.4M
850K $31.4M
ROKU
Roku, Inc

Communication Services
165K
+ 94.15%
$55.1 - $87.89 $9.08M - $14.5M
340K $29.9M
JPIE
J P Morgan Exchange Traded Fd
361K
+ 49.21%
$45.12 - $46.32 $16.3M - $16.7M
1.1M $50.8M
PLTR
Palantir Technologies Inc.

Technology
60.5K
+ 40.13%
$74.01 - $144.25 $4.48M - $8.73M
211K $28.8M
CRSP
Crispr Therapeutics Ag

Healthcare
260K
+ 115.25%
$31.27 - $48.64 $8.12M - $12.6M
485K $23.6M
IGRO
Ishares Tr International Divid

ETFs
171K
+ 47.31%
$66.32 - $80.17 $11.4M - $13.7M
534K $42.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
481K
+ 102.83%
$23.4 - $29.68 $11.3M - $14.3M
948K $28.1M
MSFT
Microsoft Corp

Technology
8.52K
+ 9.24%
$354.56 - $497.45 $3.02M - $4.24M
101K $50.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
301K
+ 110.09%
$47.09 - $48.01 $14.2M - $14.4M
574K $27.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
396K
+ 106.68%
$25.93 - $32.91 $10.3M - $13M
766K $25.2M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
298K
+ 73.73%
$46.39 - $47.84 $13.8M - $14.3M
703K $33.6M
DIHP
Dimensional ETF Tr Dimensional

ETFs
452K
+ 112.11%
$24.32 - $29.74 $11M - $13.4M
855K $25.2M
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
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
SHOP
Shopify Inc.

Technology
68.3K
+ 39.22%
$76.89 - $115.35 $5.25M - $7.88M
242K $28M
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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