Vestmark Advisory Solutions, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.54 Billion distributed in 1098 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 $161M, Dimensional ETF Tr U S Core Eq with a value of $139M, J P Morgan Exchg Traded Fd with a value of $139M, Vanguard Bd Index Fd Inc Total with a value of $104M, and Vanguard Star Fd Vanguard Tota with a value of $95.8M.

Examining the 13F form we can see an increase of $914M in the current position value, from $2.63B to 3.54B.

Below you can find more details about Vestmark Advisory Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $3.54 Billion
ETFs: $1.96 Billion
Technology: $388 Million
Industrials: $246 Million
Financial Services: $239 Million
Healthcare: $166 Million
Consumer Cyclical: $153 Million
Communication Services: $90.9 Million
Consumer Defensive: $81.2 Million
Other: $168 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,098
  • Current Value $3.54 Billion
  • Prior Value $2.63 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 110 stocks
  • Additional Purchases 417 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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