VHT — VANGUARD WORLD FDS

Ownership history in RMR Wealth Builders  ·  9 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in VANGUARD WORLD FDS (VHT). 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
0.07% (2023 Q1)
Avg. % of fund
0.04%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,409 +2 +0.1% 0.03% $366K $258.10
2025 Q2 REDUCED 1,407 -2 -0.1% 0.03% $349K $245.87
2025 Q1 REDUCED 1,409 -10 -0.7% 0.04% $373K $261.07
2024 Q1 ADDED 1,419 +104 +7.9% 0.05% $384K $262.86
2023 Q4 REDUCED 1,315 -85 -6.1% 0.05% $330K $242.85
2023 Q3 ADDED 1,400 +7 +0.5% 0.05% $329K $226.91
2023 Q2 REDUCED 1,393 -82 -5.6% 0.06% $342K $235.42
2023 Q1 ADDED 1,475 +1,316 +827.7% 0.07% $352K $228.47
2021 Q1 INITIATED 159 — — 0.01% $36K $213.41
% of Fund (quarterly)    VHT price (monthly, adj. close)

Other funds also holding VHT

As of 2025 Q4 — sorted by position size

Wheelhouse Advisory Group LLC 9.19% Allied Investment Advisors, LLC 3Y 7Y 7.44% SOUTHERN CAPITAL SERVICES INC /ADV 6.79% Beacon Capital Management, Inc. 3Y 7Y 5.84% Lakeshore Financial Planning, Inc. 5.77% PGIM Custom Harvest LLC 3Y 5.27% PARAGON FINANCIAL PARTNERS, INC. 3Y 5.22% Adaptive Financial Consulting, LLC 3Y 4.75% Richmond Brothers, Inc. 3Y 4.46% DMKC Advisory Services, LLC 4.14%
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