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 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

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

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Frank Rimerman Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 15,858 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #191.

Frank Rimerman Advisors first reported a position in VUG in Q3 2022 and has held it in 16 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Frank Rimerman Advisors held 15,858 shares of Vanguard Morningstar Growth ETF worth $1.37M as of Q2 2026.
Frank Rimerman Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.08% of Frank Rimerman Advisors's portfolio in Q2 2026, its #191 holding.
Frank Rimerman Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and has held it in 16 quarters since.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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