Sequoia Financial Advisors’s Vivmark Residential VMRK Stock Holding History

Sequoia Financial 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	$375K	Buy	5,524 +1,149	+26%	+$74.4K	﹤0.01%	1520
2026 Q1	$259K	Sell	4,375 -7,291	-62%	-$450K	﹤0.01%	1655
2025 Q4	$735K	Buy	11,666 +7,660	+191%	+$470K	﹤0.01%	1061
2025 Q3	$259K	Sell	4,006 -516	-11%	-$33.7K	﹤0.01%	1474
2025 Q2	$305K	Buy	4,522 +1,276	+39%	+$87.7K	﹤0.01%	1255
2025 Q1	$232K	Buy	3,246 +191	+6%	+$13.5K	﹤0.01%	1195
2024 Q4	$219K	Buy	3,055 +368	+14%	+$27K	﹤0.01%	1179
2024 Q3	$200K	Buy	+2,687	New	+$194K	﹤0.01%	1171
2024 Q1	–	Sell	-3,524	Closed	-$216K	–	1205
2023 Q4	$216K	Buy	+3,524	New	+$204K	﹤0.01%	1082

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

Sequoia Financial Advisors's VMRK Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Vivmark Residential (VMRK) stake by 26% in Q2 2026, buying an estimated $74.4K and bringing the position to 5,524 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Sequoia Financial Advisors first reported a position in VMRK in Q4 2023 and has held it in 9 quarters since. The position peaked at $735K in Q4 2025. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Sequoia Financial Advisors held 5,524 shares of Vivmark Residential worth $375K as of Q2 2026.
Sequoia Financial Advisors bought 1,149 Vivmark Residential shares in Q2 2026, an estimated $74.4K.
Vivmark Residential made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1520 holding.
Sequoia Financial Advisors first reported a position in Vivmark Residential in Q4 2023 and has held it in 9 quarters since.
Sequoia Financial Advisors's Vivmark Residential position peaked at $735K in Q4 2025.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.