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Curi RMB Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Curi RMB Capital’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$343K Hold
2,590
– – 0.01% 719
2026
Q1 		$291K Hold
2,590
– – 0.01% 730
2025
Q4 		$313K Hold
2,590
– – 0.01% 739
2025
Q3 		$307K Hold
2,590
– – 0.01% 598
2025
Q2 		$284K Buy
+2,590
New +$261K 0.01% 593
2025
Q1 		– Sell
-2,590
Closed -$272K – 494
2024
Q4 		$272K Hold
2,590
– – 0.01% 474
2024
Q3 		$263K Hold
2,590
– – 0.01% 499
2024
Q2 		$250K Hold
2,590
– – 0.01% 495
2024
Q1 		$241K Buy
+2,590
New +$230K 0.01% 522

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Curi RMB Capital's ESGV Position: Q2 2026 in Review

Curi RMB Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,590 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #719.

Curi RMB Capital first reported a position in ESGV in Q1 2024 and has held it in 9 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Curi RMB Capital held 2,590 shares of Vanguard ESG US Stock ETF worth $343K as of Q2 2026.
  • Curi RMB Capital left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #719 holding.
  • Curi RMB Capital first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 9 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.