Vestmark Advisory Solutions, Inc.
Vestmark Advisory Solutions, Inc. (VAS) is a registered investment adviser and a wholly-owned subsidiary of Vestmark, Inc., headquartered in Wakefield, Massachusetts. Founded in 2001, VAS leverages over 20 years of wealth technology and advisory expertise to deliver scalable portfolio management, tax-aware investing, and advisory solutions. The company primarily serves wealth management firms, broker-dealers, RIAs, and asset managers, supporting millions of investor accounts and offering a wide range of technology-driven investment solutions. Vestmark employs several hundred professionals, combining deep industry knowledge with modern technology to support the growth and efficiency of leading financial institutions.
Investment Strategy
Vestmark Advisory Solutions, Inc. specializes in offering scalable investment advisory services that include turnkey tax management, access to a curated model marketplace of over 1,400 third-party strategies, and seamless integration of direct indexing and fixed income solutions. Their approach centers on enhancing after-tax performance through automated, personalized tax management, risk mitigation via outsourced operational functions, and enabling advisors to focus on client relationships. VAS emphasizes modular, highly integrated platform solutions designed to support account growth, optimize operational efficiency, and allow for rapid scaling to meet evolving client and market needs.
Top Holdings
Equity Positions (765)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 5.59% | $387.1M | 1,273,766 | $277.20 | $303.93 | +$225.9M |
B BBUS | J P MORGAN EXCHANGE TRADED F | 4.62% | $319.7M | 2,856,818 | $100.90 | $111.92 | +$181.2M |
D DFAC | DIMENSIONAL ETF TRUST | 4.56% | $315.7M | 8,809,842 | $32.56 | $35.84 | +$176.6M |
B BND | VANGUARD BD INDEX FDS | 3.31% | $229.0M | 3,109,636 | $73.28 | $73.63 | +$124.5M |
V VXUS | VANGUARD STAR FDS | 3.24% | $224.4M | 3,248,576 | $63.84 | $69.09 | +$128.7M |