StockDriftsStockDriftsTop 50 Vestmark Advisory Solutions INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 2.8% | 806.1K | $298.3M | -0.09%(-737) | $277.12(+38.34%) | 2026-06-30 | |
| BBUS | J P MORGAN EXCHANGE TRADED F | 2.27% | 1.80M | $242.0M | -0.01%(-172) | $101.08(+38.61%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.1% | 5.04M | $223.7M | +0.10%(+5.16K) | $32.19(+43.04%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.8% | 279.2K | $191.7M | +28.84%(+62.50K) | $586.68(+21.48%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.62% | 595.4K | $172.3M | -3.08%(-18.91K) | $241.52(+26.44%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.49% | 792.4K | $158.6M | +2.51%(+19.38K) | $147.73(+53.03%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 1.4% | 1.74M | $148.7M | -0.23%(-4.01K) | $62.53(+40.94%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 1.27% | 1.84M | $135.1M | +0.81%(+14.72K) | $73.38(-1.54%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.12% | 318.4K | $118.8M | +0.86%(+2.71K) | $431.01(+12.78%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 1.08% | 2.45M | $115.2M | +4.90%(+114.58K) | $47.07(-1.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.18% | +37.43% | +6.08% | +34.30% |
| Top 20 Holdings Unweighted | +9.96% | +32.95% | +5.37% | +29.92% |
Vestmark Advisory Solutions INC reports $10.65B in US-listed equity holdings across 1,464 positions in its most recent 13F filing. Its largest disclosed positions are VTI (2.8%), BBUS (2.3%) and DFAC (2.1%). The top 20 holdings account for 25.82% of reported assets. Its disclosed equity book has returned +37.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vestmark Advisory Solutions INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1736982). View Vestmark Advisory Solutions INC’s 13F filings on SEC