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Vestmark Advisory Solutions, Inc.

Q2 2025 · Filed 2025-08-06
Market Value
$6.9B
+78.4%
Holdings
813
+138
New Purchases
198
Added To
284
Closed
50
Reduced
279
Top 10 Concentration
31.1%
Turnover
30.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 5.61% 4.16% +1.44% $387M
AGG 2.21% 0.80% +1.41% $152M
BBUS 4.63% 3.58% +1.05% $320M
DFAC 4.57% 3.59% +0.98% $316M
PWRD 0.82% 0.00% +0.82% $56M
VXUS 3.25% 2.47% +0.78% $224M
SPY 0.74% 0.02% +0.73% $51M
BND 3.32% 2.70% +0.62% $229M
ABFL 0.60% 0.00% +0.60% $42M
JGRO 1.37% 0.80% +0.57% $95M
FNDF 0.50% 0.00% +0.50% $34M
DGCB 2.15% 1.67% +0.48% $149M
SPLV 0.47% 0.00% +0.47% $33M
JIRE 1.03% 0.56% +0.47% $71M
XLF 0.45% 0.00% +0.45% $31M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 0.97% 1.63% -0.67% $67M
IVV 0.69% 1.17% -0.48% $47M
MUB 0.30% 0.68% -0.38% $21M
LLY 0.15% 0.51% -0.36% $10M
BSV 0.39% 0.73% -0.34% $27M
BBHY 0.37% 0.67% -0.31% $25M
LII 0.07% 0.37% -0.30% $5M
AAPL 0.41% 0.69% -0.28% $28M
JKHY 0.10% 0.36% -0.26% $7M
V 0.24% 0.50% -0.26% $16M
SPLG 0.39% 0.65% -0.26% $27M
WRB 0.10% 0.35% -0.25% $7M
SMMD 0.33% 0.57% -0.24% $23M
IBKR 0.10% 0.34% -0.24% $7M
JNJ 0.11% 0.35% -0.24% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $1.6B 22.8%
Large Cap 503 $2.9B 42.1%
Mid Cap 159 $1.6B 23.4%
Small Cap 62 $737M 10.7%
Micro Cap 15 $68M 1.0%

Portfolio Analytics

Avg Market Cap
$111.0B
Median Market Cap
$29.0B
Avg P/E
36.5
Median P/E
25.4
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
585
# ETFs / Funds
228

Top Holdings (813 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 5.61% 1,273,766 $387M $303.93 $226M +687,281 +117.2%
2 BBUS 4.63% 2,856,818 $320M $111.92 $181M +1,483,677 +108.0%
3 DFAC 4.57% 8,809,842 $316M $35.84 $177M +4,593,492 +108.9%
4 BND 3.32% 3,109,636 $229M $73.63 $125M +1,687,552 +118.7%
5 VXUS 3.25% 3,248,576 $224M $69.09 $129M +1,706,343 +110.6%
6 JCPB 2.23% 3,264,660 $154M $47.06 $84M +1,789,454 +121.3%
7 AGG 2.21% 1,537,274 $152M $99.20 $122M +1,224,041 +390.8%
8 DGCB 2.15% 2,741,234 $149M $54.23 $84M +1,522,658 +125.0%
9 BBIN 1.73% 1,766,430 $119M $67.50 $68M +937,560 +113.1%
10 JGLO 1.45% 1,557,022 $100M $64.34 $58M +843,739 +118.3%
11 JGRO 1.37% 1,100,250 $95M $86.07 $64M +680,460 +162.1%
12 BNDX 1.34% 1,862,622 $92M $49.51 $51M +1,016,212 +120.1%
13 DUHP 1.15% 2,223,094 $79M $35.56 $44M +1,174,851 +112.1%
14 DFSV 1.14% 2,671,340 $79M $29.43 $44M +1,441,690 +117.2%
15 DFGP 1.11% 1,409,084 $77M $54.49 $43M +783,133 +125.1%
16 DFIC 1.11% 2,459,314 $76M $31.09 $44M +1,275,924 +107.8%
17 JAVA 1.10% 1,155,023 $76M $65.50 $42M +618,857 +115.4%
18 IEMG 1.05% 1,205,742 $72M $60.03 $37M +558,511 +86.3%
19 JIRE 1.03% 1,001,264 $71M $70.77 $49M +661,762 +194.9%
20 VOO 0.97% 117,431 $67M $568.03 $3M -5,659 -4.6%
21 DGRO 0.91% 985,564 $63M $63.94 $30M +447,210 +83.1%
22 PWRD 0.82% 625,613 $56M $90.17 +625,613 NEW
23 CGDV 0.76% 1,330,582 $53M $39.49 $30M +686,681 +106.6%
24 JEMA 0.76% 1,211,208 $52M $43.05 $31M +648,175 +115.1%
25 CGMU 0.75% 1,948,750 $52M $26.69 $27M +1,027,021 +111.4%
26 SPY 0.74% 83,135 $51M $617.85 $51M +81,898 +6620.7%
27 JPIE 0.74% 1,096,120 $51M $46.32 $17M +361,493 +49.2%
28 MSFT 0.73% 100,808 $50M $497.40 $15M +8,523 +9.2%
29 NVDA 0.72% 315,278 $50M $157.99 $26M +98,365 +45.4%
30 IVV 0.69% 76,253 $47M $620.90 $2M -4,292 -5.3%
31 TLH 0.65% 444,581 $45M $101.60 $13M +135,667 +43.9%
32 HOOD 0.65% 480,288 $45M $93.63 $33M +192,284 +66.8%
33 TSLA 0.63% 136,243 $43M $317.66 $26M +69,149 +103.1%
34 IGRO 0.61% 533,814 $42M $78.89 $16M +171,448 +47.3%
35 ABFL 0.60% 590,244 $42M $70.76 +590,244 NEW
36 SPTI 0.60% 1,450,318 $42M $28.77 $23M +778,984 +116.0%
37 FBND 0.57% 857,646 $39M $45.75 $29M +627,196 +272.2%
38 AMZN 0.54% 168,943 $37M $219.39 $10M +25,479 +17.8%
39 TLT 0.52% 409,349 $36M $88.25 $24M +274,482 +203.5%
40 QUAL 0.50% 188,632 $34M $182.82 $24M +125,334 +198.0%
41 FNDF 0.50% 856,676 $34M $40.02 +856,676 NEW
42 QLTA 0.49% 702,586 $34M $47.84 $14M +298,166 +73.7%
43 SPLV 0.47% 447,398 $33M $72.82 +447,398 NEW
44 IYW 0.47% 186,792 $32M $173.27 $26M +142,726 +323.9%
45 META 0.46% 42,806 $32M $738.10 $10M +5,966 +16.2%
46 COIN 0.46% 90,084 $32M $350.49 $23M +42,357 +88.8%
47 BALI 0.46% 1,046,952 $32M $30.11 $22M +705,543 +206.7%
48 CGUS 0.45% 849,562 $31M $36.93 $18M +444,485 +109.7%
49 XLF 0.45% 596,962 $31M $52.37 +596,962 NEW
50 RBLX 0.44% 288,204 $30M $105.20 $19M +98,672 +52.1%
51 IAU 0.44% 484,363 $30M $62.36 $30M +473,673 +4431.0%
52 ROKU 0.43% 339,684 $30M $87.89 $18M +164,725 +94.2%
53 FTCS 0.42% 322,546 $29M $90.89 $13M +142,229 +78.9%
54 PLTR 0.42% 211,430 $29M $136.32 $16M +60,548 +40.1%
55 DFEM 0.41% 948,376 $28M $29.68 $16M +480,797 +102.8%
56 AAPL 0.41% 136,851 $28M $205.17 $1M +16,963 +14.2%
57 SHOP 0.41% 242,465 $28M $115.35 $11M +68,311 +39.2%
58 DFSD 0.40% 573,500 $28M $48.01 $15M +300,520 +110.1%
59 SPLG 0.39% 374,754 $27M $72.69 $2M -8,722 -2.3%
60 MGK 0.39% 74,226 $27M $366.17 $18M +45,667 +159.9%
61 BSV 0.39% 340,102 $27M $78.70 -$1M -20,939 -5.8%
62 FXL 0.38% 168,840 $27M $157.36 $13M +67,826 +67.2%
63 BBHY 0.37% 541,156 $25M $46.64 -$770K -23,657 -4.2%
64 DISV 0.37% 766,388 $25M $32.91 $14M +395,577 +106.7%
65 DIHP 0.37% 855,214 $25M $29.49 $14M +452,011 +112.1%
66 CRSP 0.34% 484,975 $24M $48.64 $16M +259,669 +115.2%
67 AVGO 0.34% 84,178 $23M $275.65 $8M -9,351 -10.0%
68 SMMD 0.33% 338,643 $23M $67.78 $763K -16,176 -4.6%
69 CGDG 0.32% 655,048 $22M $33.63 $12M +336,840 +105.9%
70 TEM 0.31% 338,241 $21M $63.54 $13M +171,243 +102.5%
71 EDOW 0.31% 558,824 $21M $38.33 $10M +245,925 +78.6%
72 MUB 0.30% 201,406 $21M $104.48 -$5M -48,787 -19.5%
73 VIG 0.30% 102,652 $21M $204.67 $12M +55,930 +119.7%
74 FXO 0.30% 372,412 $21M $56.06 $9M +145,280 +64.0%
75 IJH 0.30% 333,349 $21M $62.02 $19M +298,605 +859.4%
76 XLK 0.30% 81,474 $21M $253.23 +81,474 NEW
77 DFGX 0.29% 378,980 $20M $53.36 $10M +192,758 +103.5%
78 DFCF 0.29% 477,748 $20M $42.26 $10M +246,639 +106.7%
79 VYM 0.29% 149,558 $20M $133.31 $5M +33,871 +29.3%
80 PHYL 0.29% 556,890 $20M $35.49 $12M +326,057 +141.2%
81 NULG 0.29% 209,700 $20M $93.95 $11M +95,953 +84.4%
82 VYMI 0.28% 243,960 $20M $80.11 $11M +134,668 +123.2%
83 SPYD 0.28% 455,944 $19M $42.44 $5M +137,171 +43.0%
84 BINC 0.28% 359,413 $19M $52.84 $11M +199,511 +124.8%
85 NULV 0.27% 450,848 $19M $41.92 $11M +247,808 +122.0%
86 LMBS 0.26% 363,206 $18M $49.26 $9M +185,184 +104.0%
87 NUBD 0.26% 799,770 $18M $22.26 $10M +453,111 +130.7%
88 FSIG 0.26% 930,458 $18M $19.12 $9M +465,810 +100.2%
89 AVUS 0.26% 175,871 $18M $100.82 +175,871 NEW
90 VEA 0.25% 303,394 $17M $57.01 $7M +94,727 +45.4%
91 V 0.24% 46,040 $16M $355.05 -$3M -8,669 -15.8%
92 FTA 0.23% 202,848 $16M $78.63 $7M +89,450 +78.9%
93 GOOGL 0.23% 89,218 $16M $176.23 $6M +27,689 +45.0%
94 NUDM 0.22% 433,164 $15M $35.49 $9M +219,860 +103.1%
95 RSP 0.21% 79,042 $14M $181.74 +79,042 NEW
96 PM 0.21% 78,329 $14M $182.13 $818K -6,392 -7.5%
97 EMB 0.20% 151,734 $14M $92.62 $7M +71,646 +89.5%
98 IDEV 0.20% 183,296 $14M $76.04 $7M +78,314 +74.6%
99 CLOA 0.20% 268,316 $14M $51.92 +268,316 NEW
100 EFA 0.20% 155,286 $14M $89.39 +155,286 NEW

New Positions

SymbolValue% Port
PWRD $56M 0.82%
ABFL $42M 0.60%
FNDF $34M 0.50%
SPLV $33M 0.47%
XLF $31M 0.45%
XLK $21M 0.30%
AVUS $18M 0.26%
RSP $14M 0.21%
CLOA $14M 0.20%
EFA $14M 0.20%
FXG $12M 0.18%
SPDW $12M 0.17%
IGF $10M 0.15%
FXI $9M 0.13%
TTAI $9M 0.13%

Sold Out Positions

SymbolValue% Port
BDX —%
ASX —%
WD —%
LYB —%
HASI —%
ASH —%
BBD —%
TTI —%
KB —%
UPS —%
PATH —%
SMG —%
PFE —%
HPQ —%
XHR —%
View SEC EDGAR Filings for Vestmark Advisory Solutions, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms