Vestmark Advisory Solutions, Inc. Portfolio Holdings
Vestmark Advisory Solutions, Inc.
- $2.63 Billion
- Q4 2024
Vestmark Advisory Solutions, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.63 Billion distributed in 647 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 $154M, Vanguard Bd Index Fd Inc Total with a value of $139M, J P Morgan Exchg Traded Fd with a value of $128M, Dimensional ETF Tr U S Core Eq with a value of $126M, and Vanguard Star Fd Vanguard Tota with a value of $95.9M.
Examining the 13F form we can see an increase of $201M in the current position value, from $2.43B to 2.63B.
Below you can find more details about Vestmark Advisory Solutions, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 647
- Current Value $2.63 Billion
- Prior Value $2.43 Billion
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 81 stocks
- Additional Purchases 314 stocks
- Sold out of 0 stocks
- Reduced holdings in 173 stocks