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Frank Rimerman Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Frank Rimerman Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.65M Sell
15,350
-532
-3% -$152K 0.26% 59
2026
Q1 		$4.16M Sell
15,882
-3,088
-16% -$836K 0.27% 61
2025
Q4 		$4.89M Buy
18,970
+2,838
+18% +$727K 0.31% 51
2025
Q3 		$4.1M Sell
16,132
-2
-0% -$496 0.26% 60
2025
Q2 		$3.82M Buy
16,134
+1,697
+12% +$379K 0.26% 59
2025
Q1 		$3.2M Sell
14,437
-1,130
-7% -$270K 0.25% 65
2024
Q4 		$3.74M Buy
15,567
+2,090
+16% +$514K 0.27% 57
2024
Q3 		$3.2M Hold
13,477
– – 0.23% 72
2024
Q2 		$2.94M Sell
13,477
-239
-2% -$52.5K 0.21% 83
2024
Q1 		$3.14M Sell
13,716
-113
-0.8% -$24.3K 0.6% 23
2023
Q4 		$2.95M Hold
13,829
– – 0.62% 24
2023
Q3 		$2.61M Hold
13,829
– – 0.63% 22
2023
Q2 		$2.75M Sell
13,829
-153
-1% -$28.9K 0.66% 22
2023
Q1 		$2.65M Hold
13,982
– – 0.73% 23
2022
Q4 		$2.57M Buy
13,982
+3,089
+28% +$573K 0.8% 20
2022
Q3 		$1.86M Buy
10,893
+4,789
+78% +$904K 0.67% 24
2022
Q2 		$1.07M Hold
6,104
– – 0.41% 32
2022
Q1 		$1.3M Buy
6,104
+393
+7% +$82.7K 0.42% 33
2021
Q4 		$1.29M Hold
5,711
– – 0.43% 33
2021
Q3 		$1.25M Sell
5,711
-909
-14% -$202K 0.48% 29
2021
Q2 		$1.49M Hold
6,620
– – 0.58% 25
2021
Q1 		$1.42M Buy
6,620
+358
+6% +$75.4K 0.63% 23
2020
Q4 		$1.22M Buy
+6,262
New +$1.1M 0.55% 27

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Frank Rimerman Advisors's VB Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.3% in Q2 2026, selling an estimated $152K and leaving 15,350 shares worth $4.65M. The position accounts for 0.26% of the portfolio, ranked #59.

Frank Rimerman Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.89M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Frank Rimerman Advisors held 15,350 shares of Vanguard Morningstar Small-Cap ETF worth $4.65M as of Q2 2026.
  • Frank Rimerman Advisors sold 532 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $152K.
  • Vanguard Morningstar Small-Cap ETF made up 0.26% of Frank Rimerman Advisors's portfolio in Q2 2026, its #59 holding.
  • Frank Rimerman Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Frank Rimerman Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $4.89M in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.