Vestmark Advisory Solutions, Inc. New Holdings in Q1 2025

Vestmark Advisory Solutions, Inc.

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
123K
New
$507.05 - $563.67 $62.4M - $69.4M
123K $63.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
361K
New
$76.94 - $78.28 $27.8M - $28.3M
361K $28.3M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
355K
New
$61.55 - $71.27 $21.8M - $25.3M
355K $22.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
292K
New
$48.06 - $53.73 $14M - $15.7M
292K $14.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
138K
New
$92.45 - $106.69 $12.8M - $14.7M
138K $12.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
63.3K
New
$168.16 - $186.21 $10.6M - $11.8M
63.3K $10.8M
VEA
Vanguard Ftse Developed Market

ETFs
209K
New
$47.4 - $52.99 $9.89M - $11.1M
209K $10.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
136K
New
$73.78 - $76.59 $10.1M - $10.4M
136K $10.4M
EFV
Msci Eafe Value ETF

ETFs
174K
New
$51.88 - $60.73 $9M - $10.5M
174K $10.2M
IVE
Ishares S&P 500 Value ETF

ETFs
46.7K
New
$185.78 - $198.58 $8.67M - $9.27M
46.7K $8.9M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
95K
New
$78.26 - $95.21 $7.44M - $9.05M
95K $7.44M
EFG
Msci Eafe Growth ETF

ETFs
73.1K
New
$96.1 - $106.37 $7.03M - $7.78M
73.1K $7.31M
IDEV
Ishares Core Msci Intl Develop

ETFs
105K
New
$63.77 - $71.36 $6.69M - $7.49M
105K $7.23M
SUB
Ishares Short Term National Mu

ETFs
66.6K
New
$105.3 - $106.24 $7.02M - $7.08M
66.6K $7.04M
IYW
Ishares Dj Us Tech ETF

ETFs
44.1K
New
$140.44 - $166.79 $6.19M - $7.35M
44.1K $6.19M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
104K
New
$54.25 - $57.64 $5.63M - $5.99M
104K $5.72M
OEF
Ishares S&P 100 ETF

ETFs
21.2K
New
N/A
21.2K $5.65M
VV
Vanguard Large Cap ETF

ETFs
17.6K
New
$253.32 - $282.66 $4.46M - $4.98M
17.6K $4.53M
MBB
Ishares Tr

ETFs
47.2K
New
$90.37 - $94.08 $4.26M - $4.44M
47.2K $4.42M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
91.7K
New
$42.36 - $43.8 $3.88M - $4.02M
91.7K $3.98M
FDN
First Tr Fd Dow Jones

ETFs
17.3K
New
$221.38 - $266.86 $3.83M - $4.61M
17.3K $3.84M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
44.6K
New
$74.87 - $79.99 $3.34M - $3.57M
44.6K $3.43M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
71.2K
New
$44.72 - $46.25 $3.19M - $3.29M
71.2K $3.28M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
39.5K
New
$78.0 - $84.37 $3.08M - $3.33M
39.5K $3.16M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
58K
New
$51.26 - $52.53 $2.97M - $3.05M
58K $2.99M
HEFA
Ishares Currency Hedged Msci E

ETFs
70.5K
New
$34.83 - $37.52 $2.46M - $2.64M
70.5K $2.56M
MINO
Pimco ETF Tr Municipal Income

ETFs
48.3K
New
$44.44 - $45.83 $2.15M - $2.21M
48.3K $2.16M
FXU
First Tr Exchange Traded Fd Ut

ETFs
52.6K
New
$37.42 - $41.14 $1.97M - $2.16M
52.6K $2.16M
SCHG
Schwab Strategic Tr Us Large C

ETFs
78.3K
New
$24.91 - $29.02 $1.95M - $2.27M
78.3K $1.96M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
42.3K
New
$39.65 - $43.35 $1.68M - $1.83M
42.3K $1.78M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8.04K
New
$196.12 - $229.48 $1.58M - $1.84M
8.04K $1.62M
IQLT
Ishares Msci Intl Quality Fact

ETFs
35.9K
New
$36.91 - $41.03 $1.33M - $1.47M
35.9K $1.43M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
13.8K
New
$87.68 - $94.52 $1.21M - $1.31M
13.8K $1.3M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
25.5K
New
$44.68 - $46.49 $1.14M - $1.18M
25.5K $1.18M
SPMD
Spdr Portfolio

ETFs
22.4K
New
$50.21 - $57.73 $1.12M - $1.29M
22.4K $1.15M
WTMF
Wisdomtree Tr Managed Futures

ETFs
33.2K
New
$33.94 - $35.62 $1.13M - $1.18M
33.2K $1.13M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
22.1K
New
N/A
22.1K $1.01M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
16.4K
New
$55.23 - $64.6 $903K - $1.06M
16.4K $1.01M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
28.3K
New
$34.14 - $37.91 $967K - $1.07M
28.3K $1.01M
BOND
Pimco Active Bond Exchange Tra

ETFs
10.5K
New
$89.27 - $92.9 $939K - $977K
10.5K $972K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
47.5K
New
$19.04 - $20.15 $905K - $958K
47.5K $905K
RYAAY
Ryanair Holdings PLC

Industrials
20.7K
New
$41.54 - $50.08 $860K - $1.04M
20.7K $876K
VXF
Vanguard Extended Market ETF

ETFs
4.74K
New
$170.36 - $201.04 $807K - $953K
4.74K $816K
VCIT
Vanguard Intermediate Term Cor

ETFs
9.7K
New
$79.17 - $82.04 $768K - $796K
9.7K $793K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
7.05K
New
$106.46 - $114.75 $750K - $809K
7.05K $776K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
9.17K
New
$82.81 - $96.53 $759K - $885K
9.17K $769K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
16.2K
New
$46.12 - $52.9 $747K - $857K
16.2K $753K
VONV
Vanguard Russell 1000 Value Et

ETFs
8.95K
New
$80.21 - $86.14 $718K - $771K
8.95K $738K
CORP
Pimco Investment Grade Corp Bd

ETFs
7.5K
New
$93.89 - $97.32 $704K - $730K
7.5K $725K
Activity Summary
Buys All Purchases 527 New Holdings 110 Increased Positions 417 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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