SWM
VMRK

SHP Wealth Management’s Vivmark Residential VMRK Stock Holding History

SHP 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 		$6.19K Buy
91
+18
+25% +$1.17K ﹤0.01% 1112
2026
Q1 		$4.33K Buy
73
+18
+33% +$1.11K ﹤0.01% 1103
2025
Q4 		$3.47K Buy
+55
New +$3.37K ﹤0.01% 1043

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

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

SHP Wealth Management increased its Vivmark Residential (VMRK) stake by 25% in Q2 2026, buying an estimated $1.17K and bringing the position to 91 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

SHP Wealth Management first reported a position in VMRK in Q4 2025 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • SHP Wealth Management held 91 shares of Vivmark Residential worth $6.19K as of Q2 2026.
  • SHP Wealth Management bought 18 Vivmark Residential shares in Q2 2026, an estimated $1.17K.
  • Vivmark Residential made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1112 holding.
  • SHP Wealth Management first reported a position in Vivmark Residential in Q4 2025 and has held it in 3 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.