Vestmark Advisory Solutions, Inc. New Holdings in Q3 2025

Vestmark Advisory Solutions, Inc.

  • $4.71 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
209K
New
$98.99 - $112.2 $20.7M - $23.5M
209K $23.1M
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
BRK-A
Berkshire Hathaway Inc

Financial Services
22
New
$692600.0 - $759798.0 $15.2M - $16.7M
22 $16.6M
IEFA
Ishares Tr

ETFs
168K
New
$81.7 - $87.53 $13.7M - $14.7M
168K $14.7M
JIG
J P Morgan Exchange Traded Fd

ETFs
178K
New
$69.55 - $75.34 $12.4M - $13.4M
178K $13.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
454K
New
$25.67 - $27.21 $11.6M - $12.3M
454K $12.2M
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
PRF
Invesco Exchange Traded Fd Tr

ETFs
211K
New
$42.04 - $45.23 $8.88M - $9.56M
211K $9.55M
LRGF
Ishares Tr

ETFs
119K
New
$64.13 - $69.24 $7.65M - $8.26M
119K $8.24M
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
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
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
114K
New
$42.39 - $44.63 $4.83M - $5.09M
114K $5.08M
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
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
PJUL
Innovator U.S. Equity Power Bu

ETFs
76.3K
New
$43.83 - $45.64 $3.34M - $3.48M
76.3K $3.48M
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
FPE
First Tr Pfd Secs & Income ETF

ETFs
187K
New
$17.81 - $18.39 $3.32M - $3.43M
187K $3.4M
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
RWR
Spdr Dow Jones Reit ETF

ETFs
29.6K
New
$95.17 - $101.62 $2.82M - $3.01M
29.6K $2.97M
IBP
Installed Building Products, Inc.

Consumer Cyclical
11.4K
New
$184.09 - $279.47 $2.11M - $3.2M
11.4K $2.82M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
19.3K
New
$126.64 - $135.65 $2.44M - $2.62M
19.3K $2.62M
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
TFLO
Ishares Treasury Floating Rate

ETFs
42.2K
New
$50.45 - $50.65 $2.13M - $2.14M
42.2K $2.13M
GBIL
Goldman Sachs Access Treasury

ETFs
21K
New
$99.82 - $100.23 $2.09M - $2.1M
21K $2.1M
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
SRLN
Ssga Active Trust

ETFs
44.5K
New
$41.28 - $41.65 $1.84M - $1.85M
44.5K $1.85M
ITA
Ishares Tr

ETFs
8.68K
New
$184.73 - $209.26 $1.6M - $1.82M
8.68K $1.82M
STWD
Starwood Property Trust, Inc.

Real Estate
84.6K
New
$19.37 - $20.97 $1.64M - $1.77M
84.6K $1.64M
EPR
Epr Properties

Real Estate
27.9K
New
$52.58 - $61.21 $1.47M - $1.71M
27.9K $1.62M
VUG
Vanguard Growth ETF

ETFs
3.34K
New
$433.97 - $484.08 $1.45M - $1.62M
3.34K $1.6M
JHMM
John Hancock Multifactor Mid C

ETFs
23.8K
New
$61.22 - $65.26 $1.46M - $1.55M
23.8K $1.54M
ET
Energy Transfer LP

Energy
84.9K
New
$17.11 - $18.16 $1.45M - $1.54M
84.9K $1.46M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
71.5K
New
$19.85 - $20.2 $1.42M - $1.45M
71.5K $1.44M
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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