AWM
VMRK

Aprio Wealth Management’s Vivmark Residential VMRK Stock Holding History

Aprio 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 		$342K Buy
5,035
+1,143
+29% +$74K 0.02% 477
2026
Q1 		$230K Buy
3,892
+485
+14% +$29.9K 0.01% 567
2025
Q4 		$215K Buy
+3,407
New +$209K 0.01% 507

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

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

Aprio Wealth Management increased its Vivmark Residential (VMRK) stake by 29% in Q2 2026, buying an estimated $74K and bringing the position to 5,035 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #477.

Aprio Wealth Management first reported a position in VMRK in Q4 2025 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Aprio Wealth Management held 5,035 shares of Vivmark Residential worth $342K as of Q2 2026.
  • Aprio Wealth Management bought 1,143 Vivmark Residential shares in Q2 2026, an estimated $74K.
  • Vivmark Residential made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #477 holding.
  • Aprio Wealth Management first reported a position in Vivmark Residential in Q4 2025 and has held it in 3 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.