AWM
VMRK

AE Wealth Management’s Vivmark Residential VMRK Stock Holding History

AE Wealth Management’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$762K Sell
11,221
-694
-6% -$44.9K ﹤0.01% 1024
2026
Q1 		$705K Buy
11,915
+884
+8% +$54.5K ﹤0.01% 956
2025
Q4 		$695K Buy
11,031
+350
+3% +$21.5K ﹤0.01% 921
2025
Q3 		$691K Buy
+10,681
New +$698K ﹤0.01% 857
2024
Q3 		– Sell
-4,634
Closed -$321K – 1264
2024
Q2 		$321K Buy
+4,634
New +$302K ﹤0.01% 1007
2024
Q1 		– Sell
-10,528
Closed -$623K – 1392
2023
Q4 		$623K Sell
10,528
-6,833
-39% -$395K ﹤0.01% 1330
2023
Q3 		$1.02M Sell
17,361
-58,222
-77% -$3.76M 0.01% 1089
2023
Q2 		$4.99M Buy
75,583
+66,092
+696% +$4.13M 0.03% 534
2023
Q1 		$569K Buy
9,491
+577
+6% +$35.4K ﹤0.01% 1288
2022
Q4 		$526K Buy
8,914
+686
+8% +$42.9K ﹤0.01% 1294
2022
Q3 		$553K Buy
8,228
+242
+3% +$17.9K ﹤0.01% 1206
2022
Q2 		$577K Buy
7,986
+475
+6% +$37.7K ﹤0.01% 1127
2022
Q1 		$675K Buy
7,511
+427
+6% +$37.7K ﹤0.01% 1081
2021
Q4 		$641K Sell
7,084
-47,982
-87% -$4.13M ﹤0.01% 1156
2021
Q3 		$4.46M Buy
55,066
+3,462
+7% +$286K 0.04% 412
2021
Q2 		$3.97M Buy
51,604
+8,841
+21% +$668K 0.03% 431
2021
Q1 		$3.06M Buy
42,763
+4,054
+10% +$268K 0.03% 450
2020
Q4 		$2.29M Buy
38,709
+6,561
+20% +$371K 0.03% 454
2020
Q3 		$1.65M Buy
32,148
+5,023
+19% +$278K 0.02% 485
2020
Q2 		$1.6M Buy
+27,125
New +$1.68M 0.02% 479
2020
Q1 		– Sell
-6,338
Closed -$513K – 1153
2019
Q4 		$513K Buy
6,338
+2,438
+63% +$208K 0.01% 728
2019
Q3 		$336K Buy
3,900
+1,112
+40% +$91K 0.01% 739
2019
Q2 		$212K Buy
+2,788
New +$213K 0.01% 882

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AE Wealth Management's VMRK Position: Q2 2026 in Review

AE Wealth Management reduced its Vivmark Residential (VMRK) stake by 5.8% in Q2 2026, selling an estimated $44.9K and leaving 11,221 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

AE Wealth Management first reported a position in VMRK in Q2 2019 and has held it in 23 quarters since. The position peaked at $4.99M in Q2 2023. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • AE Wealth Management held 11,221 shares of Vivmark Residential worth $762K as of Q2 2026.
  • AE Wealth Management sold 694 Vivmark Residential shares in Q2 2026, an estimated $44.9K.
  • Vivmark Residential made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1024 holding.
  • AE Wealth Management first reported a position in Vivmark Residential in Q2 2019 and has held it in 23 quarters since.
  • AE Wealth Management's Vivmark Residential position peaked at $4.99M in Q2 2023.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.