IWC
VMRK

Integrated Wealth Concepts’s Vivmark Residential VMRK Stock Holding History

Integrated Wealth Concepts’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 		$1.7M Buy
25,074
+15,978
+176% +$1.03M 0.01% 1038
2026
Q1 		$538K Buy
+9,096
New +$561K ﹤0.01% 1495
2023
Q4 		– Sell
-7,336
Closed -$431K – 1616
2023
Q3 		$431K Sell
7,336
-445
-6% -$28.8K 0.01% 1044
2023
Q2 		$513K Buy
+7,781
New +$486K 0.01% 975
2022
Q3 		– Sell
-3,114
Closed -$225K – 966
2022
Q2 		$225K Buy
+3,114
New +$247K 0.01% 852

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

Integrated Wealth Concepts's VMRK Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Vivmark Residential (VMRK) stake by 176% in Q2 2026, buying an estimated $1.03M and bringing the position to 25,074 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #1038.

Integrated Wealth Concepts first reported a position in VMRK in Q2 2022 and has held it in 5 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Integrated Wealth Concepts held 25,074 shares of Vivmark Residential worth $1.7M as of Q2 2026.
  • Integrated Wealth Concepts bought 15,978 Vivmark Residential shares in Q2 2026, an estimated $1.03M.
  • Vivmark Residential made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1038 holding.
  • Integrated Wealth Concepts first reported a position in Vivmark Residential in Q2 2022 and has held it in 5 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.