Vestmark Advisory Solutions, Inc. Reduced Holdings in Q3 2025

Vestmark Advisory Solutions, Inc.

  • $4.71 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-231K
- 51.24%
$41.5 - $43.83 $9.59M - $10.1M
220K $9.63M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-73.2K
- 48.93%
$132.9 - $142.03 $9.73M - $10.4M
76.4K $10.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-144K
- 38.29%
$72.65 - $78.68 $10.4M - $11.3M
231K $18.1M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-102K
- 48.81%
$92.97 - $100.18 $9.52M - $10.3M
107K $10.7M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-391K
- 48.87%
$21.91 - $22.57 $8.56M - $8.82M
409K $9.18M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-206K
- 43.04%
$41.8 - $43.15 $8.6M - $8.87M
272K $11.6M
SHOP
Shopify Inc.

Technology
-110K
- 45.28%
$112.11 - $157.12 $12.3M - $17.3M
133K $19.7M
FSIG
First Tr ETF Iv LTD Duration I
-431K
- 46.34%
$19.03 - $19.33 $8.21M - $8.34M
499K $9.59M
CRSP
Crispr Therapeutics Ag

Healthcare
-246K
- 50.73%
$48.51 - $68.14 $11.9M - $16.8M
239K $15.5M
FTA
First Tr Large Cap Value

ETFs
-105K
- 51.53%
$78.13 - $83.78 $8.17M - $8.76M
98.3K $8.19M
NUDM
Nuveen Esg International Devel

ETFs
-222K
- 51.31%
$34.72 - $37.63 $7.72M - $8.36M
211K $7.93M
TSLA
Tesla, Inc.

Consumer Cyclical
-55.3K
- 40.56%
$293.94 - $444.72 $16.2M - $24.6M
81K $36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-125K
- 37.48%
$62.09 - $66.51 $7.76M - $8.31M
208K $13.6M
EMB
Ishares Tr

ETFs
-73.3K
- 48.29%
$91.52 - $95.59 $6.71M - $7M
78.5K $7.47M
FXG
First Tr Exchange Traded First

ETFs
-102K
- 51.54%
$61.54 - $65.93 $6.26M - $6.71M
95.7K $6M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-64K
- 51.55%
$98.56 - $110.68 $6.31M - $7.09M
60.2K $6.6M
VIG
Vanguard Dividend Appreciation

ETFs
-33.4K
- 32.58%
N/A
69.2K $12.6M
ACHR
Archer Aviation Inc.

Industrials
-514K
- 57.95%
$8.25 - $13.4 $4.24M - $6.89M
373K $3.58M
PM
Philip Morris International Inc.

Consumer Defensive
-27.5K
- 35.07%
$157.77 - $183.27 $4.33M - $5.03M
50.9K $8.25M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-201K
- 47.82%
$29.97 - $32.38 $6.04M - $6.52M
220K $7M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-219K
- 48.76%
$27.85 - $30.91 $6.11M - $6.78M
230K $7.04M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-28.2K
- 51.49%
$208.95 - $229.72 $5.89M - $6.47M
26.6K $6.1M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-139K
- 51.57%
$41.97 - $45.5 $5.84M - $6.34M
131K $5.94M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-143K
- 48.74%
$39.8 - $42.86 $5.68M - $6.11M
150K $6.42M
IDEV
Ishares Core Msci Intl Develop

ETFs
-76.9K
- 41.96%
$74.68 - $80.26 $5.74M - $6.17M
106K $8.53M
IGF
Ishares Global Infrastructure

ETFs
-87.1K
- 50.94%
$58.29 - $61.43 $5.08M - $5.35M
83.9K $5.13M
TTD
Trade Desk, Inc.

Technology
-51K
- 47.13%
$43.93 - $89.76 $2.24M - $4.57M
57.2K $2.8M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-57K
- 56.86%
$84.28 - $89.46 $4.81M - $5.1M
43.3K $3.85M
NTRA
Natera, Inc.

Healthcare
-25.3K
- 51.03%
$133.66 - $181.11 $3.39M - $4.59M
24.3K $3.91M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-31.6K
- 51.77%
$134.42 - $141.26 $4.24M - $4.46M
29.4K $4.15M
FDN
First Tr Fd Dow Jones

ETFs
-16K
- 51.62%
$264.06 - $287.34 $4.22M - $4.59M
15K $4.19M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-154K
- 54.2%
$26.44 - $27.1 $4.06M - $4.17M
130K $3.5M
TWST
Twist Bioscience Corp

Healthcare
-80.3K
- 40.66%
$24.16 - $39.12 $1.94M - $3.14M
117K $3.3M
DKNG
Draft Kings Inc.

Consumer Cyclical
-82.9K
- 54.06%
$37.4 - $48.23 $3.1M - $4M
70.4K $2.63M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-7.96K
- 26.25%
$332.69 - $399.0 $2.65M - $3.17M
22.3K $7.43M
TXG
10x Genomics, Inc.

Healthcare
-341K
- 55.4%
$11.34 - $14.64 $3.87M - $4.99M
274K $3.21M
FXI
Ishares Tr

ETFs
-121K
- 49.02%
$36.18 - $41.62 $4.37M - $5.02M
125K $5.16M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-88.6K
- 38.67%
$43.1 - $44.6 $3.82M - $3.95M
141K $6.22M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-718K
- 53.62%
$4.52 - $6.54 $3.25M - $4.7M
621K $3.03M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-49.5K
- 43.98%
$79.83 - $84.0 $3.95M - $4.16M
63.1K $5.3M
PINS
Pinterest, Inc.

Communication Services
-86.4K
- 41.66%
$32.17 - $39.17 $2.78M - $3.39M
121K $3.89M
XLU
Utilities Sector Spdr

ETFs
-41.4K
- 42.12%
$81.14 - $87.32 $3.36M - $3.61M
56.9K $4.96M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-27.4K
- 50.53%
$107.66 - $112.36 $2.95M - $3.08M
26.9K $3M
AMD
Advanced Micro Devices Inc

Technology
-27.6K
- 36.16%
$134.8 - $184.42 $3.73M - $5.1M
48.8K $7.9M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-58.8K
- 50.53%
$50.19 - $50.91 $2.95M - $2.99M
57.6K $2.92M
KGC
Kinross Gold Corp

Basic Materials
-199K
- 90.5%
$15.19 - $24.85 $3.03M - $4.96M
20.9K $520K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-132K
- 48.43%
$21.47 - $21.83 $2.84M - $2.88M
141K $3.06M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-92.3K
- 48.69%
$33.05 - $35.83 $3.05M - $3.31M
97.3K $3.47M
GTLB
Gitlab Inc.

Technology
-61.7K
- 46.02%
$38.82 - $50.43 $2.39M - $3.11M
72.3K $3.26M
Activity Summary
Buys All Purchases 492 New Holdings 239 Increased Positions 253 Sells All Sells 415 Reductions 415 Sold out 0 Options Calls 0 Puts 0
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