Baron Wealth Management’s Vivmark Residential VMRK Stock Holding History

Baron 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	$318K	Buy	+4,679	New	+$303K	0.08%	193
2025 Q4	–	Sell	-3,445	Closed	-$223K	–	266
2025 Q3	$223K	Buy	3,445 +129	+4%	+$8.44K	0.07%	209
2025 Q2	$224K	Sell	3,316 -1,837	-36%	-$126K	0.08%	202
2025 Q1	$369K	Buy	5,153 +1,205	+31%	+$85.1K	0.16%	101
2024 Q4	$283K	Sell	3,948 -88	-2%	-$6.46K	0.13%	133
2024 Q3	$301K	Buy	4,036 +349	+9%	+$25.2K	0.14%	122
2024 Q2	$256K	Buy	3,687 +107	+3%	+$6.96K	0.13%	134
2024 Q1	$226K	Buy	3,580 +291	+9%	+$17.7K	0.12%	161
2023 Q4	$201K	Buy	+3,289	New	+$190K	0.11%	171

Other funds holding VMRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Baron Wealth Management opened a new position in Vivmark Residential (VMRK) in Q2 2026: 4,679 shares worth $318K. The stake represents 0.08% of the portfolio and ranks #193 among its holdings. This is a return to the name: Baron Wealth Management previously reported a position in VMRK as recently as Q3 2025.

Baron Wealth Management first reported a position in VMRK in Q4 2023 and has held it in 9 quarters since. The position peaked at $369K in Q1 2025. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Baron Wealth Management held 4,679 shares of Vivmark Residential worth $318K as of Q2 2026.
Vivmark Residential was a new Baron Wealth Management position in Q2 2026.
Vivmark Residential made up 0.08% of Baron Wealth Management's portfolio in Q2 2026, its #193 holding.
Baron Wealth Management first reported a position in Vivmark Residential in Q4 2023 and has held it in 9 quarters since.
Baron Wealth Management's Vivmark Residential position peaked at $369K in Q1 2025.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.