Frank Rimerman Advisors’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Frank Rimerman Advisors's VUG Position: Q1 2026 in Review

Frank Rimerman Advisors held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 15,858 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #213.

Frank Rimerman Advisors first reported a position in VUG in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Frank Rimerman Advisors held 15,858 shares of Vanguard Growth ETF worth $1.15M as of Q1 2026.
Frank Rimerman Advisors left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.08% of Frank Rimerman Advisors's portfolio in Q1 2026, its #213 holding.
Frank Rimerman Advisors first reported a position in Vanguard Growth ETF in Q3 2022 and has held it in 15 quarters since.
Frank Rimerman Advisors's Vanguard Growth ETF position peaked at $1.29M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.