VCIT — VANGUARD SCOTTSDALE FDS

Ownership history in RMR Wealth Builders  ·  2 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in VANGUARD SCOTTSDALE FDS (VCIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.01%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,525 +2,449 +3222.4% 0.02% $212K $82.18
2021 Q1 INITIATED 76 — — 0.00% $7K $76.89
% of Fund (quarterly)    VCIT price (monthly, adj. close)

Other funds also holding VCIT

As of 2025 Q4 — sorted by position size

AOZORA BANK, LTD. 3Y 7Y 79.7% Davidson Capital Management Inc. 3Y 16.42% FINANCIAL ADVISORY PARTNERS, LLC 15.11% Bishop & Co Investment Management, LLC 3Y 7Y 13.42% Dodds Wealth, LLC 13.38% Evergreen Advisors, LLC 3Y 7Y 11.92% Capital Advantage, Inc. 3Y 7Y 11.34% Newton One Investments LLC 3Y 11.16% NEPC LLC 10.87% CYPRESS FINANCIAL PLANNING LLC 3Y 10.24%
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