OWA
VMRK

One Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

One 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
2025
Q3 		– Sell
-4,158
Closed -$281K – 312
2025
Q2 		$281K Sell
4,158
-280
-6% -$19.2K 0.04% 231
2025
Q1 		$321K Sell
4,438
-69
-2% -$4.87K 0.05% 201
2024
Q4 		$323K Buy
+4,507
New +$331K 0.05% 178
2019
Q2 		– Sell
-61
Closed -$5K – 228
2019
Q1 		$5K Buy
+61
New +$4.39K ﹤0.01% 364
2018
Q4 		– Sell
-79
Closed -$5K – 219
2018
Q3 		$5K Hold
79
– – ﹤0.01% 390
2018
Q2 		$5K Hold
79
– – ﹤0.01% 387
2018
Q1 		$5K Buy
+79
New +$4.69K ﹤0.01% 360

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

One Wealth Advisors's VMRK Position: Q3 2025 in Review

One Wealth Advisors sold out of Vivmark Residential (VMRK) in Q3 2025, closing a stake of 4,158 shares — an estimated $281K sold.

One Wealth Advisors first reported a position in VMRK in Q1 2018 and held it in 7 quarters. The position peaked at $323K in Q4 2024. 689 funds tracked by Wall St. Rank hold VMRK as of Q3 2025.

  • One Wealth Advisors reported no remaining Vivmark Residential position as of Q3 2025 after selling out during the quarter.
  • One Wealth Advisors sold 4,158 Vivmark Residential shares in Q3 2025, an estimated $281K.
  • One Wealth Advisors first reported a position in Vivmark Residential in Q1 2018 and held it in 7 quarters.
  • One Wealth Advisors's Vivmark Residential position peaked at $323K in Q4 2024.
  • 689 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2025.

Based on One Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.