Frank Rimerman Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.08M	Sell	38,284 -644	-2%	-$49.9K	0.17%	94
2026 Q1	$2.79M	Buy	38,928 +1,728	+5%	+$128K	0.18%	92
2025 Q4	$2.7M	Buy	37,200 +820	+2%	+$59.6K	0.17%	98
2025 Q3	$2.67M	Buy	36,380 +544	+2%	+$39.1K	0.17%	96
2025 Q2	$2.51M	Hold	35,836	–	–	0.17%	98
2025 Q1	$2.32M	Sell	35,836 -1,784	-5%	-$120K	0.18%	94
2024 Q4	$2.48M	Buy	37,620 +1,564	+4%	+$106K	0.18%	87
2024 Q3	$2.38M	Buy	36,056 +180	+0.5%	+$11.3K	0.17%	103
2024 Q2	$2.17M	Sell	35,876 -108	-0.3%	-$6.56K	0.15%	112
2024 Q1	$2.25M	Hold	35,984	–	–	0.43%	34
2023 Q4	$2.09M	Hold	35,984	–	–	0.44%	31
2023 Q3	$1.87M	Buy	35,984 +424	+1%	+$23.3K	0.45%	31
2023 Q2	$1.96M	Hold	35,560	–	–	0.47%	31
2023 Q1	$1.88M	Hold	35,560	–	–	0.52%	31
2022 Q4	$1.81M	Buy	35,560 +208	+0.6%	+$10.6K	0.56%	29
2022 Q3	$1.66M	Buy	35,352 +21,352	+153%	+$1.12M	0.6%	26
2022 Q2	$689K	Sell	14,000 -104	-0.7%	-$5.62K	0.26%	45
2022 Q1	$839K	Buy	14,104 +4,964	+54%	+$291K	0.27%	47
2021 Q4	$582K	Buy	9,140 +2,100	+30%	+$132K	0.2%	68
2021 Q3	$417K	Sell	7,040 -2,220	-24%	-$134K	0.16%	72
2021 Q2	$549K	Hold	9,260	–	–	0.21%	45
2021 Q1	$512K	Hold	9,260	–	–	0.23%	44
2020 Q4	$479K	Buy	+9,260	New	+$448K	0.22%	47

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Frank Rimerman Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, selling an estimated $49.9K and leaving 38,284 shares worth $3.08M. The position accounts for 0.17% of the portfolio, ranked #94.

Frank Rimerman Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Frank Rimerman Advisors held 38,284 shares of Vanguard Morningstar Mid-Cap ETF worth $3.08M as of Q2 2026.
Frank Rimerman Advisors sold 644 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $49.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.17% of Frank Rimerman Advisors's portfolio in Q2 2026, its #94 holding.
Frank Rimerman Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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