RMR Wealth Builders
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
Q3 		$509K Sell
1,360
-316
-19% -$118K 0.03% 186
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

RMR Wealth Builders's VTI Position: Q3 2026 in Review

RMR Wealth Builders reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 19% in Q3 2026, selling an estimated $118K and leaving 1,360 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #186.

RMR Wealth Builders first reported a position in VTI in Q3 2025 and has held it in 5 quarters since. The position peaked at $620K in Q2 2026. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • RMR Wealth Builders held 1,360 shares of Vanguard Morningstar Total Stock Market ETF worth $509K as of Q3 2026.
  • RMR Wealth Builders sold 316 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $118K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of RMR Wealth Builders's portfolio in Q3 2026, its #186 holding.
  • RMR Wealth Builders first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 5 quarters since.
  • RMR Wealth Builders's Vanguard Morningstar Total Stock Market ETF position peaked at $620K in Q2 2026.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.