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Vestmark Advisory Solutions, Inc.: VXF position timeline

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

Vestmark Advisory Solutions, Inc. held 42,267 VXF 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 42,267 shares
    Change vs previous 13F -79,223 shares

    0.1% of the 13F portfolio, value $10,406,524.

    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 121,490 shares
    Change vs previous 13F +114,776 shares

    0.28% of the 13F portfolio, value $25,002,887.

    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 6,714 shares
    Change vs previous 13F +612 shares

    0.02% of the 13F portfolio, value $1,404,093.

    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 6,102 shares
    Change vs previous 13F -670 shares

    0.02% of the 13F portfolio, value $1,277,393.

    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 6,772 shares
    Change vs previous 13F +2,033 shares

    0.02% of the 13F portfolio, value $1,305,042.

    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 4,739 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $816,344.

    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).