LFIA
VMRK

Legacy Financial Independent Advisors’s Vivmark Residential VMRK Stock Holding History

Legacy Financial Independent Advisors’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 		$527K Sell
7,756
-730
-9% -$47.3K 0.25% 73
2026
Q1 		$502K Buy
+8,486
New +$523K 0.26% 68

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

Legacy Financial Independent Advisors's VMRK Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Vivmark Residential (VMRK) stake by 8.6% in Q2 2026, selling an estimated $47.3K and leaving 7,756 shares worth $527K. The position accounts for 0.25% of the portfolio, ranked #73.

Legacy Financial Independent Advisors 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.

  • Legacy Financial Independent Advisors held 7,756 shares of Vivmark Residential worth $527K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 730 Vivmark Residential shares in Q2 2026, an estimated $47.3K.
  • Vivmark Residential made up 0.25% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #73 holding.
  • Legacy Financial Independent Advisors 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 Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.