Ownership history in RMR Wealth Builders · 20 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in VANGUARD INDEX FDS (VUG). 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 | 238,376 | +3,487 | +1.5% | 9.30% | $116.3M | $487.86 |
| 2025 Q3 | ADDED | 234,889 | +8,704 | +3.8% | 9.44% | $112.8M | $479.12 |
| 2025 Q2 | REDUCED | 226,185 | -477 | -0.2% | 9.02% | $99.3M | $437.49 |
| 2025 Q1 | ADDED | 226,662 | +8,597 | +3.9% | 8.85% | $84.1M | $369.62 |
| 2024 Q4 | ADDED | 218,065 | +10,460 | +5.0% | 9.31% | $89.5M | $408.58 |
| 2024 Q3 | ADDED | 207,605 | +7,892 | +4.0% | 8.45% | $79.7M | $381.70 |
| 2024 Q2 | ADDED | 199,713 | +4,751 | +2.4% | 8.57% | $74.7M | $371.40 |
| 2024 Q1 | ADDED | 194,962 | +1,173 | +0.6% | 8.11% | $67.1M | $341.38 |
| 2023 Q4 | ADDED | 193,789 | +5,355 | +2.8% | 8.46% | $60.2M | $307.92 |
| 2023 Q3 | ADDED | 188,434 | +4,841 | +2.6% | 8.20% | $51.3M | $269.20 |
As of 2025 Q4 — sorted by position size