LA
VMRK

LVW Advisors’s Vivmark Residential VMRK Stock Holding History

LVW 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 		$356K Sell
5,240
-1,338
-20% -$86.6K 0.03% 309
2026
Q1 		$389K Sell
6,578
-5,401
-45% -$333K 0.04% 264
2025
Q4 		$755K Sell
11,979
-562
-4% -$34.5K 0.08% 125
2025
Q3 		$812K Sell
12,541
-5,658
-31% -$370K 0.08% 121
2025
Q2 		$1.23M Buy
18,199
+5,220
+40% +$359K 0.13% 92
2025
Q1 		$929K Buy
12,979
+2,888
+29% +$204K 0.11% 112
2024
Q4 		$724K Buy
10,091
+677
+7% +$49.7K 0.09% 142
2024
Q3 		$701K Buy
9,414
+1,938
+26% +$140K 0.09% 146
2024
Q2 		$518K Buy
7,476
+1,320
+21% +$85.9K 0.08% 165
2024
Q1 		$389K Buy
6,156
+2,486
+68% +$151K 0.07% 199
2023
Q4 		$224K Buy
+3,670
New +$212K 0.04% 236

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

LVW Advisors's VMRK Position: Q2 2026 in Review

LVW Advisors reduced its Vivmark Residential (VMRK) stake by 20% in Q2 2026, selling an estimated $86.6K and leaving 5,240 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #309.

LVW Advisors first reported a position in VMRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q2 2025. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • LVW Advisors held 5,240 shares of Vivmark Residential worth $356K as of Q2 2026.
  • LVW Advisors sold 1,338 Vivmark Residential shares in Q2 2026, an estimated $86.6K.
  • Vivmark Residential made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #309 holding.
  • LVW Advisors first reported a position in Vivmark Residential in Q4 2023 and has held it in 11 quarters since.
  • LVW Advisors's Vivmark Residential position peaked at $1.23M in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.