Vestmark Advisory Solutions, Inc.
Annual return '25
-8.1%
SPY '25
+17.7%
Alpha
-25.8ptsvs SPY
Invested
$9B
Holdings
1,326
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 6.1k shares)
2.9%
02
$BBUS
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 1.71M shares)
2.3%
03
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 22.0k shares)
2.2%
04
$AAPL
APPLE INC
Q1 2026: Sold 97.8% (220.5k → 4.9k shares)
1.7%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 94.7% (199.8k → 10.6k shares)
1.5%
06
$VXUS
VANGUARD STAR FDS
Q1 2026: Exited (was 9.5k shares)
1.5%
07
$BND
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 1.79M shares)
1.5%
08
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 362.8k shares)
1.4%
09
$GQ9
SPDR GOLD TR
Q1 2026: Exited (was 590.3k shares)
1.4%
10
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 24.9k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:26 UTC.