Vestmark Advisory Solutions, Inc. Portfolio Holdings
Vestmark Advisory Solutions, Inc.
- $3.54 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| 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