EFG
VMRK

Ethos Financial Group’s Vivmark Residential VMRK Stock Holding History

Ethos Financial Group’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 		$367K Buy
5,399
+399
+8% +$25.8K 0.02% 436
2026
Q1 		$315K Hold
5,000
– – 0.02% 395
2025
Q4 		$315K Sell
5,000
-308
-6% -$18.9K 0.02% 379
2025
Q3 		$344K Buy
5,308
+1,336
+34% +$87.4K 0.03% 338
2025
Q2 		$268K Buy
+3,972
New +$273K 0.02% 363

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

Ethos Financial Group's VMRK Position: Q2 2026 in Review

Ethos Financial Group increased its Vivmark Residential (VMRK) stake by 8% in Q2 2026, buying an estimated $25.8K and bringing the position to 5,399 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #436.

Ethos Financial Group first reported a position in VMRK in Q2 2025 and has held it in 5 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Ethos Financial Group held 5,399 shares of Vivmark Residential worth $367K as of Q2 2026.
  • Ethos Financial Group bought 399 Vivmark Residential shares in Q2 2026, an estimated $25.8K.
  • Vivmark Residential made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #436 holding.
  • Ethos Financial Group first reported a position in Vivmark Residential in Q2 2025 and has held it in 5 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.