Rothschild Investment LLC’s Vivmark Residential VMRK Stock Holding History

Rothschild Investment LLC’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	$186K	Buy	2,742 +24	+0.9%	+$1.55K	0.01%	880
2026 Q1	$161K	Buy	2,718 +24	+0.9%	+$1.48K	0.01%	732
2025 Q4	$170K	Sell	2,694 -151	-5%	-$9.26K	0.01%	673
2025 Q3	$184K	Buy	2,845 +4	+0.1%	+$262	0.01%	638
2025 Q2	$192K	Buy	2,841 +182	+7%	+$12.5K	0.01%	520
2025 Q1	$190K	Buy	2,659 +24	+0.9%	+$1.7K	0.01%	509
2024 Q4	$189K	Buy	2,635 +33	+1%	+$2.42K	0.01%	515
2024 Q3	$194K	Buy	2,602 +10	+0.4%	+$722	0.01%	519
2024 Q2	$180K	Buy	2,592 +37	+1%	+$2.41K	0.01%	512
2024 Q1	$161K	Sell	2,555 -166	-6%	-$10.1K	0.01%	507
2023 Q4	$166K	Buy	+2,721	New	+$157K	0.01%	446
2014 Q1	–	Sell	-6,080	Closed	-$315K	–	415
2013 Q4	$315K	Buy	+6,080	New	+$320K	0.04%	331

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

Rothschild Investment LLC's VMRK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Vivmark Residential (VMRK) stake by 0.88% in Q2 2026, buying an estimated $1.55K and bringing the position to 2,742 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #880.

Rothschild Investment LLC first reported a position in VMRK in Q4 2013 and has held it in 12 quarters since. The position peaked at $315K in Q4 2013. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Rothschild Investment LLC held 2,742 shares of Vivmark Residential worth $186K as of Q2 2026.
Rothschild Investment LLC bought 24 Vivmark Residential shares in Q2 2026, an estimated $1.55K.
Vivmark Residential made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #880 holding.
Rothschild Investment LLC first reported a position in Vivmark Residential in Q4 2013 and has held it in 12 quarters since.
Rothschild Investment LLC's Vivmark Residential position peaked at $315K in Q4 2013.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.