RWB
VTI icon

RMR Wealth Builders’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

RMR Wealth Builders’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$620K Buy
1,676
+885
+112% +$316K 0.04% 175
2026
Q1 		$254K Buy
791
+40
+5% +$13.4K 0.02% 248
2025
Q4 		$252K Buy
751
+116
+18% +$38.6K 0.02% 250
2025
Q3 		$209K Buy
+635
New +$201K 0.02% 273

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

RMR Wealth Builders's VTI Position: Q2 2026 in Review

RMR Wealth Builders increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 112% in Q2 2026, buying an estimated $316K and bringing the position to 1,676 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #175.

RMR Wealth Builders first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • RMR Wealth Builders held 1,676 shares of Vanguard Morningstar Total Stock Market ETF worth $620K as of Q2 2026.
  • RMR Wealth Builders bought 885 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $316K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #175 holding.
  • RMR Wealth Builders first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.