Vestmark Advisory Solutions, Inc.

Q4 2024 13F Holdings

  • Location
    wakefield, MA
  • Num holdings

    1,142

  • Value ($000)

    $5,808,145

  • Date Filed
    02/06/2025
  • Form type
    13F-HR
  • CIK
    0001736982
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$154.04M
5 %

531,510

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$154.04M
5 %

531,510

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$138.90M
5 %

1,931,530

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$138.90M
5 %

1,931,530

BBUS
BBUS

J P MORGAN EXCHANGE TRADED F

BETABUILDRS US
$128.08M
4 %

1,209,249

BBUS
BBUS

J P MORGAN EXCHANGE TRADED F

BETABUILDRS US
$128.08M
4 %

1,209,249

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$126.03M
4 %

3,643,519

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$126.03M
4 %

3,643,519

---

VANGUARD STAR FDS

VG TL INTL STK F
$95.89M
3 %

1,627,209

---

VANGUARD STAR FDS

VG TL INTL STK F
$95.89M
3 %

1,627,209

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