BTWM
VMRK

Brass Tax Wealth Management’s Vivmark Residential VMRK Stock Holding History

Brass Tax 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
2025
Q3 		$349K Hold
5,390
– – 0.06% 158
2025
Q2 		$364K Hold
5,390
– – 0.07% 145
2025
Q1 		$386K Hold
5,390
– – 0.08% 124
2024
Q4 		$387K Sell
5,390
-106
-2% -$7.79K 0.08% 114
2024
Q3 		$409K Buy
+5,496
New +$397K 0.09% 106

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brass Tax Wealth Management's VMRK Position: Q3 2025 in Review

Brass Tax Wealth Management held its Vivmark Residential (VMRK) position steady in Q3 2025 at 5,390 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #158.

Brass Tax Wealth Management first reported a position in VMRK in Q3 2024 and has held it in 5 quarters since. The position peaked at $409K in Q3 2024. 689 funds tracked by Wall St. Rank hold VMRK as of Q3 2025.

  • Brass Tax Wealth Management held 5,390 shares of Vivmark Residential worth $349K as of Q3 2025.
  • Brass Tax Wealth Management left its Vivmark Residential share count unchanged in Q3 2025.
  • Vivmark Residential made up 0.06% of Brass Tax Wealth Management's portfolio in Q3 2025, its #158 holding.
  • Brass Tax Wealth Management first reported a position in Vivmark Residential in Q3 2024 and has held it in 5 quarters since.
  • Brass Tax Wealth Management's Vivmark Residential position peaked at $409K in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.