Frank, Rimerman Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1977560
Palo Alto, CA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$4,159,813
-$733,498 QoQ
Shares Held
15,882
-16.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,159,813 | 15,882 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,893,311 | 18,970 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,102,044 | 16,132 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,823,435 | 16,134 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,201,404 | 14,437 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,740,438 | 15,567 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,196,879 | 13,477 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,938,525 | 13,477 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,135,340 | 13,716 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,950,140 | 13,829 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,614,649 | 13,829 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,750,449 | 13,829 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,650,427 | 13,982 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,566,256 | 13,982 | Shares | Sole | 2023-09-07 | |
| 2022-09-30 | $1,861,722 | 10,893 | Shares | Sole | 2023-09-07 | |
| 2022-06-30 | $1,074,975 | 6,104 | Shares | Sole | 2023-09-07 | |
| 2022-03-31 | $1,297,222 | 6,104 | Shares | Sole | 2023-09-07 | |
| 2021-12-31 | $1,290,743 | 5,711 | Shares | Sole | 2023-09-07 | |
| 2021-09-30 | $1,248,824 | 5,711 | Shares | Sole | 2023-09-07 | |
| 2021-06-30 | $1,491,353 | 6,620 | Shares | Sole | 2023-09-13 | |
| 2021-03-31 | $1,417,209 | 6,620 | Shares | Sole | 2023-09-13 | |
| 2020-12-31 | $1,219,086 | 6,262 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||