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
- VTI - VANGUARD INDEX FDS, 4.68%
- BBUS - J P MORGAN EXCHANGE TRADED F, 4.12%
- 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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