Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vestmark Advisory Solutions, Inc. (CIK 1736982) reported $9.02B across 1,317 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($258.8M, 2.87%), BBUS ($210.5M, 2.33%), DFAC ($195.7M, 2.17%), AAPL ($155.9M, 1.73%), BND ($134.4M, 1.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $258.8M | 2.87% | 806,789 | Added |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | $210.5M | 2.33% | 1.8M | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $195.7M | 2.17% | 5.0M | Added |
| 4 | AAPL | APPLE INC | $155.9M | 1.73% | 614,264 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $134.4M | 1.49% | 1.8M | Added |
| 6 | VXUS | VANGUARD STAR FDS | $134.5M | 1.49% | 1.7M | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $134.8M | 1.49% | 773,025 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $129.5M | 1.44% | 216,680 | Trimmed |
| 9 | GLD | SPDR GOLD TR | $124.3M | 1.38% | 288,898 | Added |
| 10 | MSFT | MICROSOFT CORP | $116.9M | 1.30% | 315,717 | Added |
| 11 | JCPB | J P MORGAN EXCHANGE TRADED F | $110.1M | 1.22% | 2.3M | Added |
| 12 | JIRE | J P MORGAN EXCHANGE TRADED F | $92.1M | 1.02% | 1.2M | Trimmed |
| 13 | AMZN | AMAZON COM INC | $88.3M | 0.98% | 424,173 | Added |
| 14 | DGCB | DIMENSIONAL ETF TRUST | $83.4M | 0.93% | 1.5M | Added |
| 15 | GOOGL | ALPHABET INC | $81.6M | 0.90% | 283,730 | Added |
| 16 | JBND | J P MORGAN EXCHANGE TRADED F | $80.5M | 0.89% | 1.5M | Added |
| 17 | JAVA | J P MORGAN EXCHANGE TRADED F | $78.8M | 0.87% | 1.1M | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $70.6M | 0.78% | 1.1M | Added |
| 19 | XOM | EXXON MOBIL CORP | $68.1M | 0.76% | 401,666 | Added |
| 20 | AVGO | BROADCOM INC | $67.1M | 0.74% | 216,720 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $64.7M | 0.72% | 148,047 | Added |
| 22 | DFIC | DIMENSIONAL ETF TRUST | $61.7M | 0.68% | 1.7M | Added |
| 23 | IEMG | ISHARES INC | $57.1M | 0.63% | 818,382 | Added |
| 24 | BNDX | VANGUARD CHARLOTTE FDS | $55.9M | 0.62% | 1.2M | Added |
| 25 | AGG | ISHARES TR | $53.0M | 0.59% | 533,901 | Added |
Source: SEC Form 13F filings · as of 2026-03-31