MWA
VMRK

Medallion Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

Medallion Wealth 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 		$3.13K Hold
46
– – ﹤0.01% 924
2026
Q1 		$2.72K Hold
46
– – ﹤0.01% 957
2025
Q4 		$2.9K Hold
46
– – ﹤0.01% 936
2025
Q3 		$2.98K Hold
46
– – ﹤0.01% 927
2025
Q2 		$3.09K Hold
46
– – ﹤0.01% 909
2025
Q1 		$3.28K Buy
+46
New +$3.25K ﹤0.01% 851

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

Medallion Wealth Advisors's VMRK Position: Q2 2026 in Review

Medallion Wealth Advisors held its Vivmark Residential (VMRK) position steady in Q2 2026 at 46 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Medallion Wealth Advisors first reported a position in VMRK in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.28K in Q1 2025. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Medallion Wealth Advisors held 46 shares of Vivmark Residential worth $3.13K as of Q2 2026.
  • Medallion Wealth Advisors left its Vivmark Residential share count unchanged in Q2 2026.
  • Vivmark Residential made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #924 holding.
  • Medallion Wealth Advisors first reported a position in Vivmark Residential in Q1 2025 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Vivmark Residential position peaked at $3.28K in Q1 2025.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.