UCFA
VMRK

United Capital Financial Advisors’s Vivmark Residential VMRK Stock Holding History

United Capital 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 		$1.04M Buy
15,345
+19
+0.1% +$1.23K 0.01% 788
2026
Q1 		$907K Buy
15,326
+733
+5% +$45.2K 0.01% 799
2025
Q4 		$920K Buy
14,593
+3,004
+26% +$184K 0.01% 766
2025
Q3 		$750K Buy
11,589
+227
+2% +$14.8K 0.01% 740
2025
Q2 		$767K Buy
11,362
+164
+1% +$11.3K 0.01% 667
2025
Q1 		$802K Buy
11,198
+1,065
+11% +$75.2K 0.01% 617
2024
Q4 		$727K Sell
10,133
-62
-0.6% -$4.55K 0.01% 630
2024
Q3 		$759K Sell
10,195
-156
-2% -$11.3K 0.01% 607
2024
Q2 		$718K Buy
10,351
+321
+3% +$20.9K 0.01% 612
2024
Q1 		$633K Sell
10,030
-319
-3% -$19.4K 0.01% 673
2023
Q4 		$633K Sell
10,349
-4,344
-30% -$251K 0.01% 672
2023
Q3 		$863K Sell
14,693
-2,989
-17% -$193K 0.01% 544
2023
Q2 		$1.17M Buy
17,682
+318
+2% +$19.9K 0.01% 520
2023
Q1 		$1.04M Sell
17,364
-1,234
-7% -$75.8K 0.01% 565
2022
Q4 		$1.1M Sell
18,598
-4,071
-18% -$255K 0.01% 587
2022
Q3 		$1.52M Sell
22,669
-617
-3% -$45.6K 0.01% 521
2022
Q2 		$1.68M Buy
23,286
+546
+2% +$43.3K 0.01% 526
2022
Q1 		$2.04M Buy
22,740
+212
+0.9% +$18.7K 0.01% 509
2021
Q4 		$2.04M Buy
22,528
+1,941
+9% +$167K 0.01% 536
2021
Q3 		$1.67M Buy
20,587
+320
+2% +$26.4K 0.01% 563
2021
Q2 		$1.56M Buy
20,267
+1,650
+9% +$125K 0.01% 590
2021
Q1 		$1.33M Buy
18,617
+262
+1% +$17.3K 0.01% 595
2020
Q4 		$1.09M Sell
18,355
-13,016
-41% -$735K 0.01% 653
2020
Q3 		$1.61M Sell
31,371
-1,892
-6% -$105K 0.01% 550
2020
Q2 		$1.96M Sell
33,263
-15,992
-32% -$991K 0.01% 520
2020
Q1 		$3.04M Sell
49,255
-177
-0.4% -$13.7K 0.03% 416
2019
Q4 		$4M Buy
49,432
+3,518
+8% +$299K 0.03% 466
2019
Q3 		$3.96M Buy
45,914
+15,707
+52% +$1.28M 0.03% 461
2019
Q2 		$2.29M Buy
30,207
+6,967
+30% +$532K 0.02% 584
2019
Q1 		$1.75M Buy
23,240
+3,568
+18% +$257K 0.01% 626
2018
Q4 		$1.3M Buy
19,672
+2,372
+14% +$159K 0.01% 649
2018
Q3 		$1.15M Buy
17,300
+697
+4% +$46.1K 0.01% 741
2018
Q2 		$1.06M Sell
16,603
-7,530
-31% -$469K 0.01% 750
2018
Q1 		$1.49M Sell
24,133
-2,009
-8% -$119K 0.01% 663
2017
Q4 		$1.67M Sell
26,142
-128
-0.5% -$8.54K 0.01% 646
2017
Q3 		$1.73M Sell
26,270
-4,102
-14% -$275K 0.01% 619
2017
Q2 		$2M Buy
30,372
+4,350
+17% +$284K 0.02% 579
2017
Q1 		$1.62M Buy
26,022
+1,833
+8% +$115K 0.02% 616
2016
Q4 		$1.56M Buy
24,189
+3,202
+15% +$197K 0.02% 622
2016
Q3 		$1.35M Sell
20,987
-1,262
-6% -$84.2K 0.01% 696
2016
Q2 		$1.53M Buy
22,249
+2,112
+10% +$145K 0.02% 620
2016
Q1 		$1.51M Sell
20,137
-2,071
-9% -$155K 0.02% 596
2015
Q4 		$1.81M Buy
22,208
+7,719
+53% +$609K 0.02% 565
2015
Q3 		$1.09M Buy
14,489
+78
+0.5% +$5.74K 0.01% 667
2015
Q2 		$1.01M Sell
14,411
-532
-4% -$39.5K 0.01% 722
2015
Q1 		$1.1M Buy
14,943
+6,464
+76% +$505K 0.01% 702
2014
Q4 		$609K Buy
8,479
+3,448
+69% +$239K 0.01% 760
2014
Q3 		$310K Buy
+5,031
New +$325K 0.01% 927

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

United Capital Financial Advisors's VMRK Position: Q2 2026 in Review

United Capital Financial Advisors increased its Vivmark Residential (VMRK) stake by 0.12% in Q2 2026, buying an estimated $1.23K and bringing the position to 15,345 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #788.

United Capital Financial Advisors first reported a position in VMRK in Q3 2014 and has held it in 48 quarters since. The position peaked at $4M in Q4 2019. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • United Capital Financial Advisors held 15,345 shares of Vivmark Residential worth $1.04M as of Q2 2026.
  • United Capital Financial Advisors bought 19 Vivmark Residential shares in Q2 2026, an estimated $1.23K.
  • Vivmark Residential made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #788 holding.
  • United Capital Financial Advisors first reported a position in Vivmark Residential in Q3 2014 and has held it in 48 quarters since.
  • United Capital Financial Advisors's Vivmark Residential position peaked at $4M in Q4 2019.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.