CSIC
VMRK

Clifford Swan Investment Counsel’s Vivmark Residential VMRK Stock Holding History

Clifford Swan Investment Counsel’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 		$356K Hold
5,236
– – 0.01% 261
2026
Q1 		$310K Sell
5,236
-50
-0.9% -$3.08K 0.01% 262
2025
Q4 		$333K Hold
5,286
– – 0.01% 255
2025
Q3 		$342K Sell
5,286
-48
-0.9% -$3.14K 0.01% 254
2025
Q2 		$360K Hold
5,334
– – 0.01% 249
2025
Q1 		$382K Hold
5,334
– – 0.01% 238
2024
Q4 		$383K Hold
5,334
– – 0.01% 242
2024
Q3 		$397K Sell
5,334
-1,075
-17% -$77.6K 0.01% 247
2024
Q2 		$444K Hold
6,409
– – 0.02% 223
2024
Q1 		$404K Hold
6,409
– – 0.02% 239
2023
Q4 		$392K Sell
6,409
-300
-4% -$17.4K 0.02% 234
2023
Q3 		$394K Hold
6,709
– – 0.02% 228
2023
Q2 		$443K Hold
6,709
– – 0.02% 221
2023
Q1 		$403K Hold
6,709
– – 0.02% 230
2022
Q4 		$396K Sell
6,709
-28
-0.4% -$1.75K 0.02% 228
2022
Q3 		$453K Hold
6,737
– – 0.02% 217
2022
Q2 		$487K Buy
6,737
+139
+2% +$11K 0.02% 219
2022
Q1 		$593K Hold
6,598
– – 0.02% 218
2021
Q4 		$597K Buy
6,598
+48
+0.7% +$4.13K 0.02% 221
2021
Q3 		$558K Hold
6,550
– – 0.02% 228
2021
Q2 		$550K Hold
6,550
– – 0.02% 218
2021
Q1 		$469K Hold
6,550
– – 0.02% 225
2020
Q4 		$388K Hold
6,550
– – 0.02% 243
2020
Q3 		$336K Hold
6,550
– – 0.02% 250
2020
Q2 		$385K Buy
6,550
+100
+2% +$6.2K 0.02% 230
2020
Q1 		$398K Hold
6,450
– – 0.02% 216
2019
Q4 		$522K Hold
6,450
– – 0.03% 214
2019
Q3 		$556K Hold
6,450
– – 0.03% 197
2019
Q2 		$490K Hold
6,450
– – 0.03% 208
2019
Q1 		$486K Hold
6,450
– – 0.03% 210
2018
Q4 		$426K Sell
6,450
-200
-3% -$13.4K 0.03% 213
2018
Q3 		$441K Hold
6,650
– – 0.02% 214
2018
Q2 		$424K Hold
6,650
– – 0.02% 222
2018
Q1 		$410K Sell
6,650
-447
-6% -$26.5K 0.02% 223
2017
Q4 		$453K Sell
7,097
-200
-3% -$13.3K 0.02% 219
2017
Q3 		$481K Sell
7,297
-803
-10% -$53.8K 0.03% 210
2017
Q2 		$533K Hold
8,100
– – 0.03% 211
2017
Q1 		$504K Hold
8,100
– – 0.03% 203
2016
Q4 		$521K Sell
8,100
-100
-1% -$6.14K 0.03% 193
2016
Q3 		$528K Sell
8,200
-434
-5% -$28.9K 0.04% 189
2016
Q2 		$595K Sell
8,634
-265
-3% -$18.2K 0.04% 175
2016
Q1 		$668K Sell
8,899
-210
-2% -$15.7K 0.05% 169
2015
Q4 		$743K Hold
9,109
– – 0.05% 169
2015
Q3 		$684K Hold
9,109
– – 0.05% 165
2015
Q2 		$639K Hold
9,109
– – 0.04% 173
2015
Q1 		$709K Hold
9,109
– – 0.05% 164
2014
Q4 		$654K Sell
9,109
-100
-1% -$6.92K 0.04% 168
2014
Q3 		$567K Sell
9,209
-100
-1% -$6.46K 0.04% 176
2014
Q2 		$586K Buy
9,309
+250
+3% +$15.2K 0.04% 177
2014
Q1 		$525K Buy
9,059
+84
+0.9% +$4.74K 0.04% 182
2013
Q4 		$466K Hold
8,975
– – 0.03% 173
2013
Q3 		$481K Sell
8,975
-300
-3% -$16.5K 0.04% 166
2013
Q2 		$539K Buy
+9,275
New +$533K 0.05% 149

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 $3.38T AUM 44.17% 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 $60.8B AUM 26.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clifford Swan Investment Counsel's VMRK Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its Vivmark Residential (VMRK) position steady in Q2 2026 at 5,236 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #261.

Clifford Swan Investment Counsel first reported a position in VMRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $743K in Q4 2015. 717 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Clifford Swan Investment Counsel held 5,236 shares of Vivmark Residential worth $356K as of Q2 2026.
  • Clifford Swan Investment Counsel left its Vivmark Residential share count unchanged in Q2 2026.
  • Vivmark Residential made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #261 holding.
  • Clifford Swan Investment Counsel first reported a position in Vivmark Residential in Q2 2013 and has held it in 53 quarters since.
  • Clifford Swan Investment Counsel's Vivmark Residential position peaked at $743K in Q4 2015.
  • 717 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.