Vestmark Advisory Solutions, Inc. Portfolio Holdings
Vestmark Advisory Solutions, Inc.
- $2.43 Billion
- Q3 2024
Vestmark Advisory Solutions, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.43 Billion distributed in 576 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $137M, Vanguard Bd Index Fd Inc Total with a value of $124M, Dimensional ETF Tr U S Core Eq with a value of $119M, J P Morgan Exchg Traded Fd with a value of $114M, and Vanguard Star Fd Vanguard Tota with a value of $93.8M.
Examining the 13F form we can see an increase of $224M in the current position value, from $2.21B to 2.43B.
Below you can find more details about Vestmark Advisory Solutions, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 576
- Current Value $2.43 Billion
- Prior Value $2.21 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 66 stocks
- Additional Purchases 265 stocks
- Sold out of 0 stocks
- Reduced holdings in 198 stocks