Frank Rimerman Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.43M	Hold	15,858	–	–	0.08%	188
2026 Q2	$1.37M	Hold	15,858	–	–	0.08%	191
2026 Q1	$1.15M	Hold	15,858	–	–	0.08%	213
2025 Q4	$1.29M	Hold	15,858	–	–	0.08%	189
2025 Q3	$1.27M	Hold	15,858	–	–	0.08%	193
2025 Q2	$1.16M	Hold	15,858	–	–	0.08%	188
2025 Q1	$980K	Hold	15,858	–	–	0.08%	200
2024 Q4	$1.08M	Sell	15,858 -150	-0.9%	-$10.1K	0.08%	188
2024 Q3	$1.02M	Hold	16,008	–	–	0.07%	214
2024 Q2	$998K	Hold	16,008	–	–	0.07%	217
2024 Q1	$918K	Hold	16,008	–	–	0.18%	53
2023 Q4	$829K	Hold	16,008	–	–	0.17%	54
2023 Q3	$727K	Hold	16,008	–	–	0.18%	52
2023 Q2	$755K	Sell	16,008 -1,734	-10%	-$75.2K	0.18%	51
2023 Q1	$738K	Sell	17,742 -3,306	-16%	-$129K	0.2%	51
2022 Q4	$748K	Hold	21,048	–	–	0.23%	43
2022 Q3	$751K	Buy	+21,048	New	+$846K	0.27%	47

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Frank Rimerman Advisors's VUG Position: Q3 2026 in Review

Frank Rimerman Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 15,858 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #188.

Frank Rimerman Advisors first reported a position in VUG in Q3 2022 and has held it in 17 quarters since. 2,546 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Frank Rimerman Advisors held 15,858 shares of Vanguard Morningstar Growth ETF worth $1.43M as of Q3 2026.
Frank Rimerman Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.08% of Frank Rimerman Advisors's portfolio in Q3 2026, its #188 holding.
Frank Rimerman Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and has held it in 17 quarters since.
2,546 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.