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Vestmark Advisory Solutions, Inc.: VOO position timeline

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

Vestmark Advisory Solutions, Inc. held 279,177 VOO 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 279,177 shares
    Change vs previous 13F +62,497 shares

    1.8% of the 13F portfolio, value $191,741,787.

    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 216,680 shares
    Change vs previous 13F -94,128 shares

    1.44% of the 13F portfolio, value $129,477,563.

    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 310,808 shares
    Change vs previous 13F +73,480 shares

    2.63% of the 13F portfolio, value $194,916,813.

    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 237,328 shares
    Change vs previous 13F +119,897 shares

    2.77% of the 13F portfolio, value $145,335,050.

    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 117,431 shares
    Change vs previous 13F -5,659 shares

    0.96% of the 13F portfolio, value $66,704,331.

    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 123,090 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $63,257,186.

    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).