Vestmark Advisory Solutions, Inc.

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title
Sennet Rubin - Vice President
Location
Wakefield, MA
Holdings as of
30 Jun 2025
Value $
$6,924,385,630
Num holdings
773
Filing time
06 Aug 2025, 15:12:32 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, BBUS, DFAC, BND, and VXUS.
Previous filing
Q1 2025 - 13 May 2025
Next filing
Q3 2025 - 10 Nov 2025
SEC
View on sec.gov

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Quoteable Key Fact

"Vestmark Advisory Solutions, Inc. reported $6,924,385,630 across 773 holdings in Q2 2025."

Quick Takeaways

  • Vestmark Advisory Solutions, Inc. reported 13f holdings report, stock holdings for Q2 2025.
  • Reported holdings value: $6,924,385,630.
  • 773 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q1 2025.
  • Value moved from $3,883,800,637 to $6,924,385,630.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Sennet Rubin Vice President Wakefield, Massachusetts 06 Aug 2025

Other Included Managers (4):

Num Name Location File Number
1 NewEdge Wealth, LLC Stamford, CT 028-21205
2 ARK Investment Management LLC St. Petersburg, FL 028-17768
3 NewEdge Advisors, LLC New Orleans, LA 028-16626
4 World Investment Advisors Santa Barbara, CA 028-19391

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