IFG
VMRK

Independent Financial Group’s Vivmark Residential VMRK Stock Holding History

Independent 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
2025
Q4 		– Sell
-4,337
Closed -$281K – 1431
2025
Q3 		$281K Sell
4,337
-2
-0% -$131 0.01% 1122
2025
Q2 		$293K Buy
4,339
+9
+0.2% +$619 0.01% 1042
2025
Q1 		$310K Sell
4,330
-2,804
-39% -$198K 0.01% 917
2024
Q4 		$512K Buy
7,134
+6
+0.1% +$441 0.02% 675
2024
Q3 		$531K Buy
7,128
+1,095
+18% +$79.1K 0.02% 631
2024
Q2 		$418K Hold
6,033
– – 0.02% 675
2024
Q1 		$381K Buy
+6,033
New +$367K 0.02% 680

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Independent Financial Group's VMRK Position: Q4 2025 in Review

Independent Financial Group sold out of Vivmark Residential (VMRK) in Q4 2025, closing a stake of 4,337 shares — an estimated $281K sold.

Independent Financial Group first reported a position in VMRK in Q1 2024 and held it in 7 quarters. The position peaked at $531K in Q3 2024. 691 funds tracked by Wall St. Rank hold VMRK as of Q4 2025.

  • Independent Financial Group reported no remaining Vivmark Residential position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 4,337 Vivmark Residential shares in Q4 2025, an estimated $281K.
  • Independent Financial Group first reported a position in Vivmark Residential in Q1 2024 and held it in 7 quarters.
  • Independent Financial Group's Vivmark Residential position peaked at $531K in Q3 2024.
  • 691 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.