Institutional Fund
Vestmark Advisory Solutions, Inc.
Wakefield, MACIK 17369825 filings on record
Portfolio Value
$9.02B
Q1 2026
Holdings
1,327
Reported positions
New Buys
196
Opened this quarter
QoQ Change
+21.7%
from $7.41B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds2.9%
- J P Morgan Exchange Traded F2.3%
- Dimensional ETF Trust2.2%
- Apple Inc1.7%
- Nvidia Corporation1.5%
- Vanguard Star Fds1.5%
- Other87.9%
Portfolio Holdings
1,327 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 806.8K | $258.83M | 2.9% | +91.7K | Added |
| 2 | J P Morgan Exchange Traded F | 1.80M | $210.50M | 2.3% | +88.2K | Added |
| 3 | Dimensional ETF Trust | 5.04M | $195.74M | 2.2% | +247.9K | Added |
| 4 | Apple Inc | 614.3K | $155.89M | 1.7% | +160.9K | Added |
| 5 | Nvidia Corporation | 773.0K | $134.82M | 1.5% | +154.4K | Added |
| 6 | Vanguard Star Fds | 1.74M | $134.46M | 1.5% | −55.4K | Reduced |
| 7 | Vanguard Bd Index Fds | 1.83M | $134.43M | 1.5% | +38.4K | Added |
| 8 | Vanguard Index Fds | 216.7K | $129.48M | 1.4% | −94.1K | Reduced |
| 9 | Spdr Gold Tr | 288.9K | $124.31M | 1.4% | +86.1K | Added |
| 10 | Microsoft Corp | 315.7K | $116.87M | 1.3% | +60.6K | Added |
1,317 more holdings on Premium
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