Vestmark Advisory Solutions, Inc. Purchases in Q4 2024

Vestmark Advisory Solutions, Inc.

  • $2.63 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
46.1K
+ 9.5%
$280.04 - $302.45 $12.9M - $13.9M
532K $154M
BND
Vanguard Bd Index Fd Inc Total

ETFs
275K
+ 16.57%
$71.75 - $75.11 $19.7M - $20.6M
1.93M $139M
MGK
Vanguard Mega Cap Growth ETF

ETFs
40.7K
New
$316.94 - $357.88 $12.9M - $14.6M
40.7K $14M
BBUS
J P Morgan Exchg Traded Fd

ETFs
107K
+ 9.7%
$102.46 - $110.17 $11M - $11.8M
1.21M $128M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
99.1K
+ 429.49%
$93.27 - $105.01 $9.24M - $10.4M
122K $11.8M
HOOD
Robinhood Markets, Inc.

Technology
86.2K
+ 23.59%
$22.33 - $43.2 $1.92M - $3.72M
452K $16.8M
COIN
Coinbase Global, Inc.

Technology
20.8K
+ 47.28%
$163.17 - $343.62 $3.39M - $7.15M
64.8K $16.1M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
171K
New
$47.63 - $52.63 $8.16M - $9.01M
171K $8.25M
EEMA
Ishares Msci Emerging Markets

ETFs
113K
New
$71.65 - $82.07 $8.07M - $9.25M
113K $8.07M
SHOP
Shopify Inc.

Technology
43.3K
+ 34.58%
$78.14 - $119.49 $3.39M - $5.18M
169K $17.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
12.1K
New
$563.99 - $620.12 $6.84M - $7.52M
12.1K $6.91M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
106K
+ 23.41%
$63.01 - $68.55 $6.69M - $7.28M
560K $35.4M
JCPB
J P Morgan Exchange Traded Fd

ETFs
170K
+ 17.82%
$46.07 - $48.17 $7.82M - $8.17M
1.12M $51.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
39.7K
+ 63.98%
$126.68 - $134.74 $5.03M - $5.35M
102K $13M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
70.7K
+ 31.43%
$99.04 - $109.59 $7M - $7.75M
296K $29.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
131K
+ 164.61%
$38.37 - $42.82 $5.04M - $5.63M
211K $8.11M
ACHR
Archer Aviation Inc.

Industrials
139K
+ 29.4%
$2.94 - $11.33 $409K - $1.57M
612K $5.96M
BNDX
Vanguard Total International B

ETFs
111K
+ 13.79%
$48.91 - $50.61 $5.44M - $5.63M
918K $45M
RBLX
Roblox Corp

Communication Services
20.8K
+ 8.89%
$39.86 - $61.45 $828K - $1.28M
254K $14.7M
AMZN
Amazon Com Inc

Consumer Cyclical
7.26K
+ 9.47%
$180.88 - $232.93 $1.31M - $1.69M
83.9K $18.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
54.5K
New
$75.1 - $82.99 $4.09M - $4.52M
54.5K $4.12M
ROKU
Roku, Inc

Communication Services
51.2K
+ 21.1%
$64.08 - $84.12 $3.28M - $4.3M
294K $21.8M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
32.5K
New
$87.56 - $119.8 $2.85M - $3.9M
32.5K $3.57M
SQ
Block, Inc.

Technology
12.9K
+ 10.24%
$65.06 - $98.92 $839K - $1.28M
139K $11.8M
IYT
Ishares Tr U.S. Transportation

ETFs
46.1K
New
$66.79 - $75.4 $3.08M - $3.47M
46.1K $3.11M
META
Meta Platforms, Inc.

Communication Services
4.57K
+ 21.69%
$554.08 - $632.68 $2.53M - $2.89M
25.6K $15.1M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
76.5K
+ 23.36%
$46.69 - $49.2 $3.57M - $3.77M
404K $18.9M
SOFI
So Fi Technologies, Inc.

Financial Services
57.6K
+ 24.66%
$7.63 - $16.88 $439K - $972K
291K $4.48M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
112K
+ 17.55%
$57.07 - $62.58 $6.38M - $6.99M
749K $42.7M
MSFT
Microsoft Corp

Technology
6.81K
+ 16.76%
$406.35 - $454.46 $2.77M - $3.09M
47.4K $20M
BKR
Baker Hughes CO

Energy
61K
New
$35.98 - $44.88 $2.19M - $2.74M
61K $2.5M
NVDA
Nvidia Corp

Technology
9.09K
+ 9.18%
$117.0 - $148.88 $1.06M - $1.35M
108K $14.5M
AOR
Ishares Tr Core Growth Allocat

ETFs
43.3K
New
$57.32 - $59.66 $2.48M - $2.58M
43.3K $2.48M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
33.7K
+ 18.23%
$96.64 - $101.23 $3.26M - $3.41M
219K $21.2M
DELL
Dell Technologies Inc.

Technology
20.3K
+ 198.62%
$111.96 - $144.21 $2.28M - $2.93M
30.6K $3.53M
URTH
Ishares Msci World ETF

ETFs
14.6K
New
$153.73 - $162.67 $2.25M - $2.38M
14.6K $2.28M
FSIG
First Tr ETF Iv LTD Duration I
124K
+ 36.1%
$18.8 - $19.23 $2.33M - $2.39M
468K $8.83M
DFSV
Dimensional ETF Tr Dimensional

ETFs
72.5K
+ 7.52%
$30.18 - $33.87 $2.19M - $2.46M
1.04M $31.9M
TTD
Trade Desk, Inc.

Technology
14.3K
+ 23.66%
$108.7 - $139.51 $1.55M - $1.99M
74.5K $8.75M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
179K
+ 12.35%
$58.88 - $64.8 $10.5M - $11.6M
1.63M $95.9M
LPLA
Lpl Financial Holdings Inc.

Financial Services
577
+ 2.84%
$229.85 - $335.91 $133K - $194K
20.9K $6.83M
V
Visa Inc.

Financial Services
3.09K
+ 11.98%
$273.87 - $320.91 $847K - $992K
28.9K $9.13M
SPOT
Spotify Technology S.A.

Communication Services
3.46K
+ 56.37%
$362.95 - $502.38 $1.26M - $1.74M
9.6K $4.29M
NTRA
Natera, Inc.

Healthcare
7.34K
+ 26.46%
$117.67 - $174.0 $864K - $1.28M
35.1K $5.55M
ILMN
Illumina, Inc.

Healthcare
15.1K
+ 699.3%
$128.99 - $155.15 $1.94M - $2.34M
17.2K $2.3M
ZM
Zoom Video Communications, Inc.

Technology
24.5K
New
$67.21 - $89.03 $1.65M - $2.18M
24.5K $2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.87K
New
$370.24 - $418.94 $1.8M - $2.04M
4.87K $1.95M
TWST
Twist Bioscience Corp

Healthcare
40.2K
+ 64.06%
$36.89 - $52.7 $1.48M - $2.12M
103K $4.78M
AAPL
Apple Inc.

Technology
3.68K
+ 6.37%
$221.69 - $259.02 $815K - $952K
61.4K $15.4M
Activity Summary
Buys All Purchases 395 New Holdings 81 Increased Positions 314 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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