Jones Financial Companies
VMRK

Jones Financial Companies’s Vivmark Residential VMRK Stock Holding History

Jones Financial Companies’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 		$41.1M Buy
601,419
+86,556
+17% +$5.61M 0.02% 458
2026
Q1 		$30.3M Buy
514,863
+253,637
+97% +$15.6M 0.01% 479
2025
Q4 		$16.5M Buy
261,226
+22,260
+9% +$1.37M 0.01% 354
2025
Q3 		$15.4M Buy
238,966
+46,663
+24% +$3.05M 0.01% 336
2025
Q2 		$13M Buy
192,303
+49,781
+35% +$3.42M 0.01% 322
2025
Q1 		$10.2M Buy
142,522
+40,293
+39% +$2.85M 0.01% 313
2024
Q4 		$7.34M Buy
102,229
+37,032
+57% +$2.72M 0.01% 303
2024
Q3 		$4.82M Buy
65,197
+31,077
+91% +$2.24M ﹤0.01% 294
2024
Q2 		$2.37M Buy
34,120
+21,875
+179% +$1.42M ﹤0.01% 285
2024
Q1 		$773K Buy
12,245
+8,622
+238% +$525K ﹤0.01% 290
2023
Q4 		$222K Buy
3,623
+2,703
+294% +$156K ﹤0.01% 315
2023
Q3 		$54K Hold
920
– – ﹤0.01% 358
2023
Q2 		$60.7K Hold
920
– – ﹤0.01% 352
2023
Q1 		$55.2K Hold
920
– – ﹤0.01% 346
2022
Q4 		$54K Sell
920
-714
-44% -$44.7K ﹤0.01% 341
2022
Q3 		$110K Buy
1,634
+154
+10% +$11.4K ﹤0.01% 280
2022
Q2 		$107K Buy
1,480
+40
+3% +$3.17K ﹤0.01% 281
2022
Q1 		$129K Buy
1,440
+183
+15% +$16.2K ﹤0.01% 288
2021
Q4 		$114K Sell
1,257
-16
-1% -$1.38K ﹤0.01% 298
2021
Q3 		$103K Sell
1,273
-811
-39% -$67K ﹤0.01% 269
2021
Q2 		$160K Sell
2,084
-100
-5% -$7.56K ﹤0.01% 239
2021
Q1 		$156K Sell
2,184
-158
-7% -$10.5K ﹤0.01% 239
2020
Q4 		$139K Buy
+2,342
New +$132K ﹤0.01% 223
2020
Q3 		– Sell
-4,836
Closed -$284K – 200
2020
Q2 		$284K Sell
4,836
-17,024
-78% -$1.05M ﹤0.01% 174
2020
Q1 		$1.35M Buy
+21,860
New +$1.69M ﹤0.01% 136
2013
Q4 		– Sell
-268
Closed -$14K – 330
2013
Q3 		$14K Hold
268
– – ﹤0.01% 472
2013
Q2 		$16K Buy
+268
New +$15.4K ﹤0.01% 506

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

Jones Financial Companies's VMRK Position: Q2 2026 in Review

Jones Financial Companies increased its Vivmark Residential (VMRK) stake by 17% in Q2 2026, buying an estimated $5.61M and bringing the position to 601,419 shares worth $41.1M. The position accounts for 0.02% of the portfolio, ranked #458.

Jones Financial Companies first reported a position in VMRK in Q2 2013 and has held it in 27 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Jones Financial Companies held 601,419 shares of Vivmark Residential worth $41.1M as of Q2 2026.
  • Jones Financial Companies bought 86,556 Vivmark Residential shares in Q2 2026, an estimated $5.61M.
  • Vivmark Residential made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #458 holding.
  • Jones Financial Companies first reported a position in Vivmark Residential in Q2 2013 and has held it in 27 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.