Modera Wealth Management’s Vivmark Residential VMRK Stock Holding History

Modera 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	$211K	Buy	+3,111	New	+$201K	﹤0.01%	625
2025 Q4	–	Sell	-3,111	Closed	-$201K	–	648
2025 Q3	$201K	Sell	3,111 -25	-0.8%	-$1.64K	﹤0.01%	630
2025 Q2	$212K	Sell	3,136 -412	-12%	-$28.3K	﹤0.01%	616
2025 Q1	$254K	Buy	3,548 +237	+7%	+$16.7K	﹤0.01%	544
2024 Q4	$238K	Buy	3,311 +33	+1%	+$2.42K	﹤0.01%	560
2024 Q3	$244K	Buy	3,278 +200	+6%	+$14.4K	﹤0.01%	540
2024 Q2	$213K	Buy	+3,078	New	+$200K	﹤0.01%	534
2023 Q3	–	Sell	-3,078	Closed	-$203K	–	561
2023 Q2	$203K	Buy	+3,078	New	+$192K	﹤0.01%	529

Other funds holding VMRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Modera Wealth Management opened a new position in Vivmark Residential (VMRK) in Q2 2026: 3,111 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in VMRK as recently as Q3 2025.

Modera Wealth Management first reported a position in VMRK in Q2 2023 and has held it in 8 quarters since. The position peaked at $254K in Q1 2025. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Modera Wealth Management held 3,111 shares of Vivmark Residential worth $211K as of Q2 2026.
Vivmark Residential was a new Modera Wealth Management position in Q2 2026.
Vivmark Residential made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #625 holding.
Modera Wealth Management first reported a position in Vivmark Residential in Q2 2023 and has held it in 8 quarters since.
Modera Wealth Management's Vivmark Residential position peaked at $254K in Q1 2025.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.