Vestmark Advisory Solutions, Inc.
Q2 2025 13F Holdings
- Locationwakefield, MA
- Num holdings
773
- Value ($000)
$6,924,386
- Date Filed08/06/2025
- Form type13F-HR
- CIK0001736982
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $387.14M | 6 % | 1,273,766 | ||
BBUS J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | $319.74M | 5 % | 2,856,818 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $315.74M | 5 % | 8,809,842 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $228.96M | 3 % | 3,109,636 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $224.44M | 3 % | 3,248,576 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $153.63M | 2 % | 3,264,660 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $152.50M | 2 % | 1,537,274 | ||
DGCB DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | $148.66M | 2 % | 2,741,234 | ||
BBIN J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 | $119.23M | 2 % | 1,766,430 | ||
JGLO J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | 46654Q740 | $100.18M | 1 % | 1,557,022 |
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