Ownership history in RMR Wealth Builders · 22 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in VANGUARD INDEX FDS (VTV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 556,263 | +22,121 | +4.1% | 8.50% | $106.2M | $190.99 |
| 2025 Q3 | ADDED | 534,142 | +30,371 | +6.0% | 8.38% | $100.1M | $185.53 |
| 2025 Q2 | ADDED | 503,771 | +28,157 | +5.9% | 8.14% | $89.5M | $174.94 |
| 2025 Q1 | ADDED | 475,614 | +12,235 | +2.6% | 8.65% | $82.2M | $170.05 |
| 2024 Q4 | ADDED | 463,379 | +28,386 | +6.5% | 8.16% | $78.5M | $165.69 |
| 2024 Q3 | ADDED | 434,993 | +25,173 | +6.1% | 8.05% | $75.9M | $169.87 |
| 2024 Q2 | ADDED | 409,820 | +14,324 | +3.6% | 7.54% | $65.7M | $155.27 |
| 2024 Q1 | ADDED | 395,496 | +21,753 | +5.8% | 7.79% | $64.4M | $156.64 |
| 2023 Q4 | REDUCED | 373,743 | -41,497 | -10.0% | 7.85% | $55.9M | $142.89 |
| 2023 Q3 | ADDED | 415,240 | +36,573 | +9.7% | 7.85% | $49.1M | $130.92 |
As of 2025 Q4 — sorted by position size