Vestmark Advisory Solutions, Inc.

CIK 0001736982 · Q2 2026

13F Equity AUM

$10.6B

+18.1% QoQ

Positions

1,464

-1326 QoQ

AUM Rank

#1,092

Top 9%

Skill Alpha (FF)

-2.4%/yr^ns

No Clear Edge

Rank #5,735 · Top 70%

vs S&P -3.6%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 10.6%Top 10: 16.9%Top 20: 25.8%

VTI2.8%

BBUS2.3%

DFAC2.1%

VOO1.8%

AAPL1.6%

NVDA1.5%

VXUS1.4%

BND1.3%

MSFT1.1%

JCPB1.1%

Others (1453)83.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 1463Median: 0.02%Avg: 0.07%

0–0.5%

1427(64.8%)

0.5–1%

24(16.2%)

1–3%

12(19.0%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,463vs 20 funds

0%Low

1,463

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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