HWM
VMRK

HB Wealth Management’s Vivmark Residential VMRK Stock Holding History

HB 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 		$417K Buy
6,144
+261
+4% +$16.9K ﹤0.01% 1201
2026
Q1 		$348K Buy
5,883
+679
+13% +$41.9K ﹤0.01% 1137
2025
Q4 		$328K Sell
5,204
-617
-11% -$37.9K ﹤0.01% 1097
2025
Q3 		$377K Buy
5,821
+276
+5% +$18K ﹤0.01% 975
2025
Q2 		$374K Buy
5,545
+1,141
+26% +$78.4K ﹤0.01% 855
2025
Q1 		$315K Buy
4,404
+1,504
+52% +$106K ﹤0.01% 945
2024
Q4 		$208K Sell
2,900
-93
-3% -$6.83K ﹤0.01% 970
2024
Q3 		$223K Buy
+2,993
New +$216K ﹤0.01% 861
2023
Q4 		– Sell
-3,575
Closed -$210K – 801
2023
Q3 		$210K Buy
+3,575
New +$231K ﹤0.01% 696

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

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

HB Wealth Management increased its Vivmark Residential (VMRK) stake by 4.4% in Q2 2026, buying an estimated $16.9K and bringing the position to 6,144 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

HB Wealth Management first reported a position in VMRK in Q3 2023 and has held it in 9 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • HB Wealth Management held 6,144 shares of Vivmark Residential worth $417K as of Q2 2026.
  • HB Wealth Management bought 261 Vivmark Residential shares in Q2 2026, an estimated $16.9K.
  • Vivmark Residential made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1201 holding.
  • HB Wealth Management first reported a position in Vivmark Residential in Q3 2023 and has held it in 9 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.