Vestmark Advisory Solutions, Inc.
โขCIK: 1736982โขFiling: Q4 2025
Vestmark Advisory Solutions, Inc., managed by the seasoned team of John A. "Jack" Bogle Jr., focuses on a diversified, low-cost index fund strategy, with top holdings in broad market ETFs like VTI and VOO. Recently, the fund has made notable moves by adding high-growth positions such as NVSN and EMXC, while exiting OSEA and FXI, reflecting a strategic shift towards emerging market exposure and technology sectors.
Total AUM
$7.4B
QoQ Performance
+41.3%
Positions
948
Top 10 Concentration
29.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI3.2%
BBUS2.8%
VOO2.6%
DFAC2.6%
VXUS1.8%
BND1.8%
MSFT1.7%
AAPL1.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other73.2%
Technology11.5%
ETF4.8%
Consumer3.4%
Financial2.7%
Healthcare1.8%
Energy0.9%
Communication0.8%
๐ช Exited Positionssold since Q3 2025
+708 more exited positions
Changes from Q3 2025
NEW4 new positions
โ166 increased
โ29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022