Frank Rimerman Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Frank Rimerman Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$510K	Sell	2,154 -1,486	-41%	-$341K	0.03%	411
2026 Q1	$783K	Sell	3,640 -3,088	-46%	-$688K	0.05%	288
2025 Q4	$1.48M	Buy	6,728 +9	+0.1%	+$1.97K	0.09%	170
2025 Q3	$1.45M	Buy	6,719 +4	+0.1%	+$840	0.09%	162
2025 Q2	$1.37M	Buy	6,715 +1	+0%	+$194	0.09%	166
2025 Q1	$1.3M	Buy	6,714 +5	+0.1%	+$994	0.1%	162
2024 Q4	$1.31M	Buy	6,709 +10	+0.1%	+$2K	0.1%	152
2024 Q3	$1.33M	Buy	6,699 +5	+0.1%	+$952	0.09%	172
2024 Q2	$1.22M	Hold	6,694	–	–	0.09%	181
2024 Q1	$1.22M	Buy	6,694 +4	+0.1%	+$703	0.24%	46
2023 Q4	$1.14M	Buy	6,690 +11	+0.2%	+$1.77K	0.24%	45
2023 Q3	$1.04M	Buy	6,679 +5	+0.1%	+$811	0.25%	45
2023 Q2	$1.08M	Hold	6,674	–	–	0.26%	44
2023 Q1	$1.03M	Buy	6,674 +6	+0.1%	+$919	0.28%	42
2022 Q4	$1.01M	Buy	6,668 +6	+0.1%	+$894	0.32%	38
2022 Q3	$900K	Buy	6,662 +5	+0.1%	+$744	0.32%	43
2022 Q2	$955K	Buy	6,657 +5	+0.1%	+$761	0.36%	36
2022 Q1	$1.08M	Sell	6,652 -614	-8%	-$99.1K	0.35%	39
2021 Q4	$1.25M	Buy	7,266 +5	+0.1%	+$824	0.42%	35
2021 Q3	$1.12M	Buy	7,261 +5	+0.1%	+$797	0.43%	33
2021 Q2	$1.12M	Hold	7,256	–	–	0.44%	30
2021 Q1	$1.07M	Hold	7,256	–	–	0.47%	26
2020 Q4	$1.02M	Buy	+7,256	New	+$983K	0.46%	30

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Frank Rimerman Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 41% in Q2 2026, selling an estimated $341K and leaving 2,154 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #411.

Frank Rimerman Advisors first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.48M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Frank Rimerman Advisors held 2,154 shares of Vanguard Dividend Appreciation ETF worth $510K as of Q2 2026.
Frank Rimerman Advisors sold 1,486 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $341K.
Vanguard Dividend Appreciation ETF made up 0.03% of Frank Rimerman Advisors's portfolio in Q2 2026, its #411 holding.
Frank Rimerman Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
Frank Rimerman Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.48M in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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