Vestmark Advisory Solutions, Inc. Incresed Positions in Q3 2024

Vestmark Advisory Solutions, Inc.

  • $2.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
56.5K
+ 13.16%
$255.18 - $283.2 $14.4M - $16M
485K $137M
BND
Vanguard Bd Index Fd Inc Total

ETFs
241K
+ 16.98%
$71.45 - $75.64 $17.2M - $18.2M
1.66M $124M
BBUS
J P Morgan Exchg Traded Fd

ETFs
122K
+ 12.46%
$93.22 - $103.58 $11.4M - $12.6M
1.1M $114M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
184K
+ 14.52%
$58.03 - $65.37 $10.7M - $12M
1.45M $93.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
299K
+ 9.41%
$31.05 - $34.29 $9.27M - $10.2M
3.47M $119M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
209K
+ 176.32%
$46.5 - $49.42 $9.72M - $10.3M
328K $16.1M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
140K
+ 44.74%
$58.75 - $64.07 $8.24M - $8.99M
454K $29.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
119K
+ 18.4%
$60.84 - $67.51 $7.27M - $8.07M
769K $51.9M
JCPB
J P Morgan Exchange Traded Fd

ETFs
136K
+ 16.63%
$45.87 - $48.53 $6.23M - $6.59M
952K $45.9M
BNDX
Vanguard Total International B

ETFs
120K
+ 17.44%
$48.42 - $50.35 $5.8M - $6.03M
806K $40.5M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
52.5K
+ 30.43%
$100.75 - $111.62 $5.29M - $5.86M
225K $24.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
84.5K
+ 84.25%
$54.98 - $59.51 $4.65M - $5.03M
185K $11M
CGDV
Capital Group Divid Value ETF

ETFs
98.7K
+ 22.04%
$32.96 - $36.48 $3.25M - $3.6M
547K $19.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
76.1K
+ 9.54%
$30.74 - $34.07 $2.34M - $2.59M
875K $29.8M
JPIE
J P Morgan Exchange Traded Fd
78.3K
+ 16.22%
$45.17 - $46.39 $3.54M - $3.63M
561K $26M
DFSV
Dimensional ETF Tr Dimensional

ETFs
65K
+ 7.22%
$28.25 - $31.7 $1.84M - $2.06M
965K $29.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
70.4K
+ 7.42%
$25.36 - $28.37 $1.78M - $2M
1.02M $28.7M
AAPL
Apple Inc.

Technology
11.1K
+ 23.92%
$207.23 - $234.82 $2.31M - $2.61M
57.7K $13.4M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
64.3K
+ 16.88%
$35.97 - $41.58 $2.31M - $2.67M
445K $18.1M
IVV
Ishares Core S&P 500 ETF

ETFs
4K
+ 13.25%
$520.18 - $576.82 $2.08M - $2.31M
34.2K $19.7M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
30K
+ 13.21%
$60.25 - $66.85 $1.81M - $2M
257K $17M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
44.5K
+ 1125.92%
$49.83 - $62.75 $2.22M - $2.79M
48.4K $2.79M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
47.1K
+ 54.12%
$47.95 - $49.61 $2.26M - $2.34M
134K $6.62M
PANW
Palo Alto Networks Inc

Technology
7.13K
+ 385.72%
$294.18 - $368.01 $2.1M - $2.62M
8.98K $3.07M
FSIG
First Tr ETF Iv LTD Duration I
121K
+ 54.51%
$18.72 - $19.32 $2.27M - $2.34M
344K $6.6M
AMD
Advanced Micro Devices Inc

Technology
14K
+ 628.03%
$128.67 - $183.96 $1.8M - $2.58M
16.3K $2.67M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
34.6K
+ 14.34%
$44.65 - $47.21 $1.54M - $1.63M
276K $12.9M
DFSD
Dimensional ETF Tr Short Durat

ETFs
37.2K
+ 16.36%
$47.0 - $47.84 $1.75M - $1.78M
264K $12.6M
TXG
10x Genomics, Inc.

Healthcare
59.9K
+ 31.78%
$15.71 - $23.49 $940K - $1.41M
248K $5.6M
FICO
Fair Isaac Corp

Technology
238
+ 8.19%
$1496.51 - $1947.38 $356K - $463K
3.14K $6.11M
HYLS
First Tr Tactical High Yield L

ETFs
38.3K
+ 130.78%
$40.54 - $42.23 $1.55M - $1.62M
67.6K $2.84M
AMZN
Amazon Com Inc

Consumer Cyclical
11K
+ 16.84%
$161.02 - $200.0 $1.78M - $2.21M
76.6K $14.3M
IEMG
Ishares Inc

ETFs
29.2K
+ 15.71%
$53.64 - $53.64 $1.57M - $1.57M
215K $11.5M
CGUS
Capital Group Core Equity ETF
22.8K
+ 6.9%
$31.19 - $34.33 $711K - $783K
353K $12.1M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
53.1K
+ 18.95%
$21.61 - $22.87 $1.15M - $1.21M
333K $7.57M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
33.3K
+ 9.55%
$25.21 - $28.46 $840K - $948K
382K $10.8M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
17.4K
+ 9.75%
$37.61 - $41.72 $654K - $725K
196K $8.16M
POOL
Pool Corp

Industrials
933
+ 6.6%
$296.17 - $376.8 $276K - $352K
15.1K $5.68M
BEAM
Beam Therapeutics Inc.

Healthcare
50.3K
+ 60.21%
$22.57 - $33.14 $1.14M - $1.67M
134K $3.28M
AZPN
Aspen Technology, Inc.

Technology
1.1K
+ 4.29%
$172.9 - $239.26 $189K - $262K
26.6K $6.36M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.26K
+ 2.93%
$96.25 - $101.98 $506K - $536K
185K $18.7M
CHH
Choice Hotels International Inc

Consumer Cyclical
7.81K
+ 33.87%
$117.06 - $133.72 $915K - $1.04M
30.9K $4.02M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.37K
+ 20.72%
$531.86 - $624.21 $727K - $853K
7.97K $4.93M
EFX
Equifax Inc

Industrials
1.24K
+ 6.97%
$236.42 - $307.13 $293K - $381K
19K $5.59M
DISV
Dimensional ETF Tr Dimensional

ETFs
21.2K
+ 6.94%
$26.06 - $29.18 $552K - $618K
326K $9.49M
LII
Lennox International Inc

Industrials
736
+ 6.31%
$523.72 - $620.83 $385K - $457K
12.4K $7.49M
DIHP
Dimensional ETF Tr Dimensional

ETFs
29.1K
+ 9.32%
$25.23 - $27.94 $733K - $812K
341K $9.44M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.9K
+ 6.4%
$107.74 - $140.72 $204K - $267K
31.5K $4.41M
ZBRA
Zebra Technologies Corp

Technology
864
+ 6.6%
$306.21 - $371.02 $265K - $321K
13.9K $5.16M
Activity Summary
Buys All Purchases 331 New Holdings 66 Increased Positions 265 Sells All Sells 198 Reductions 198 Sold out 0 Options Calls 0 Puts 0
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