JWM
VMRK

Jeppson Wealth Management’s Vivmark Residential VMRK Stock Holding History

Jeppson 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 		$314K Hold
4,627
– – 0.09% 189
2026
Q1 		$274K Buy
+4,627
New +$285K 0.09% 185

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

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

Jeppson Wealth Management held its Vivmark Residential (VMRK) position steady in Q2 2026 at 4,627 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #189.

Jeppson Wealth Management first reported a position in VMRK in Q1 2026 and has held it in 2 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Jeppson Wealth Management held 4,627 shares of Vivmark Residential worth $314K as of Q2 2026.
  • Jeppson Wealth Management left its Vivmark Residential share count unchanged in Q2 2026.
  • Vivmark Residential made up 0.09% of Jeppson Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Jeppson Wealth Management first reported a position in Vivmark Residential in Q1 2026 and has held it in 2 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.