Frank Rimerman Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Frank Rimerman Advisors’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	$35M	Sell	94,520 -2,063	-2%	-$738K	1.98%	11
2026 Q1	$31M	Sell	96,583 -926	-0.9%	-$311K	2.03%	10
2025 Q4	$32.7M	Sell	97,509 -512	-0.5%	-$170K	2.07%	10
2025 Q3	$32.2M	Sell	98,021 -3,610	-4%	-$1.14M	2.06%	10
2025 Q2	$30.9M	Sell	101,631 -426	-0.4%	-$120K	2.08%	10
2025 Q1	$28M	Sell	102,057 -2,270	-2%	-$659K	2.22%	10
2024 Q4	$30.2M	Buy	104,327 +1,800	+2%	+$525K	2.2%	12
2024 Q3	$29M	Sell	102,527 -681	-0.7%	-$186K	2.06%	10
2024 Q2	$27.6M	Buy	103,208 +15,105	+17%	+$3.91M	1.95%	12
2024 Q1	$22.9M	Buy	88,103 +1,947	+2%	+$482K	4.41%	6
2023 Q4	$20.4M	Hold	86,156	–	–	4.26%	7
2023 Q3	$18.3M	Sell	86,156 -1,337	-2%	-$296K	4.43%	7
2023 Q2	$19.3M	Buy	87,493 +44,354	+103%	+$9.25M	4.6%	6
2023 Q1	$8.8M	Sell	43,139 -32,384	-43%	-$6.48M	2.43%	9
2022 Q4	$14.4M	Buy	75,523 +1,650	+2%	+$318K	4.5%	7
2022 Q3	$13.3M	Buy	73,873 +38,000	+106%	+$7.57M	4.78%	6
2022 Q2	$6.77M	Buy	35,873 +271	+0.8%	+$55.7K	2.58%	11
2022 Q1	$8.11M	Sell	35,602 -20	-0.1%	-$4.5K	2.6%	9
2021 Q4	$8.6M	Hold	35,622	–	–	2.89%	8
2021 Q3	$7.91M	Sell	35,622 -1,757	-5%	-$401K	3.06%	7
2021 Q2	$8.33M	Hold	37,379	–	–	3.25%	7
2021 Q1	$7.73M	Buy	37,379 +851	+2%	+$172K	3.42%	6
2020 Q4	$7.11M	Buy	+36,528	New	+$6.68M	3.22%	7

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Frank Rimerman Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $738K and leaving 94,520 shares worth $35M. The position accounts for 1.98% of the portfolio, ranked #11.

Frank Rimerman Advisors first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Frank Rimerman Advisors held 94,520 shares of Vanguard Morningstar Total Stock Market ETF worth $35M as of Q2 2026.
Frank Rimerman Advisors sold 2,063 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $738K.
Vanguard Morningstar Total Stock Market ETF made up 1.98% of Frank Rimerman Advisors's portfolio in Q2 2026, its #11 holding.
Frank Rimerman Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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