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Disclosery

RMR Wealth Builders: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RMR Wealth Builders on VUG, newest first. How the timeline and the estimate are built.

RMR Wealth Builders held 1,816,708 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,816,708 shares
    Change vs previous 13F +1,551,986 shares

    9.72% of the 13F portfolio, value $156,491,267.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 264,722 shares
    Change vs previous 13F +26,346 shares

    9.11% of the 13F portfolio, value $115,628,127.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 238,376 shares
    Change vs previous 13F +3,487 shares

    9.3% of the 13F portfolio, value $116,294,087.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 234,889 shares
    Change vs previous 13F +8,704 shares

    9.44% of the 13F portfolio, value $112,773,846.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 226,185 shares
    Change vs previous 13F -477 shares

    9.02% of the 13F portfolio, value $99,274,205.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 226,662 shares
    Change vs previous 13F +8,597 shares

    8.85% of the 13F portfolio, value $84,050,646.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 218,065 shares
    Change vs previous 13F +10,460 shares

    9.25% of the 13F portfolio, value $89,502,605.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 207,605 shares
    Change vs previous 13F not available

    8.45% of the 13F portfolio, value $79,705,714.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).