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Vestmark Advisory Solutions, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on AGG, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 611,878 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 611,878 shares
    Change vs previous 13F +77,977 shares

    0.57% of the 13F portfolio, value $60,563,700.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 533,901 shares
    Change vs previous 13F +6,943 shares

    0.59% of the 13F portfolio, value $53,000,540.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 526,958 shares
    Change vs previous 13F -487,052 shares

    0.71% of the 13F portfolio, value $52,632,620.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,014,010 shares
    Change vs previous 13F -523,264 shares

    1.94% of the 13F portfolio, value $101,654,480.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,537,274 shares
    Change vs previous 13F +1,224,041 shares

    2.2% of the 13F portfolio, value $152,497,580.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 313,233 shares
    Change vs previous 13F +94,562 shares

    0.8% of the 13F portfolio, value $30,985,008.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 218,671 shares
    Change vs previous 13F +33,719 shares

    0.73% of the 13F portfolio, value $21,189,220.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 184,952 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $18,730,089.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).