Vestmark Advisory Solutions, Inc. - Portfolio overview

Vestmark Advisory Solutions, Inc. has 1412 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

  1. VTI - VANGUARD INDEX FDS, 4.68%
  2. BBUS - J P MORGAN EXCHANGE TRADED F, 4.12%
  3. JCPB - J P MORGAN EXCHANGE TRADED F, 2.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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