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
Other73.5%
Technology11.5%
ETF4.8%
Consumer3.4%
Financial2.9%
Healthcare1.8%
Communication0.8%
Energy0.7%
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 2023