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Curi RMB Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Curi RMB Capital’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
3,371
+557
+20% +$160K 0.02% 451
2026
Q1 		$737K Sell
2,814
-624
-18% -$169K 0.01% 511
2025
Q4 		$887K Buy
3,438
+654
+23% +$168K 0.02% 483
2025
Q3 		$710K Buy
2,784
+764
+38% +$189K 0.01% 466
2025
Q2 		$480K Buy
+2,020
New +$451K 0.01% 521
2025
Q1 		– Sell
-1,474
Closed -$354K – 547
2024
Q4 		$354K Buy
1,474
+131
+10% +$32.2K 0.01% 444
2024
Q3 		$319K Sell
1,343
-111
-8% -$25.2K 0.01% 482
2024
Q2 		$317K Sell
1,454
-126
-8% -$27.7K 0.01% 470
2024
Q1 		$361K Buy
1,580
+348
+28% +$74.9K 0.01% 474
2023
Q4 		$263K Buy
1,232
+31
+3% +$5.97K 0.01% 458
2023
Q3 		$227K Buy
1,201
+70
+6% +$13.9K 0.01% 466
2023
Q2 		$225K Sell
1,131
-272
-19% -$51.4K 0.01% 472
2023
Q1 		$266K Sell
1,403
-728
-34% -$141K 0.01% 437
2022
Q4 		$391K Buy
+2,131
New +$395K 0.01% 387
2022
Q3 		– Sell
-2,332
Closed -$411K – 485
2022
Q2 		$411K Buy
2,332
+1,330
+133% +$257K 0.01% 374
2022
Q1 		$213K Buy
1,002
+17
+2% +$3.58K 0.01% 425
2021
Q4 		$223K Sell
985
-7
-0.7% -$1.59K 0.01% 435
2021
Q3 		$217K Buy
+992
New +$221K 0.01% 433
2018
Q4 		– Sell
-6,577
Closed -$1.07M – 988
2018
Q3 		$1.07M Sell
6,577
-12,013
-65% -$1.94M 0.03% 491
2018
Q2 		$2.89M Buy
18,590
+2,607
+16% +$399K 0.07% 302
2018
Q1 		$2.35M Buy
+15,983
New +$2.39M 0.06% 358

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Curi RMB Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 20% in Q2 2026, buying an estimated $160K and bringing the position to 3,371 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #451.

Curi RMB Capital first reported a position in VB in Q1 2018 and has held it in 21 quarters since. The position peaked at $2.89M in Q2 2018. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Curi RMB Capital held 3,371 shares of Vanguard Morningstar Small-Cap ETF worth $1.02M as of Q2 2026.
  • Curi RMB Capital bought 557 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $160K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #451 holding.
  • Curi RMB Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 21 quarters since.
  • Curi RMB Capital's Vanguard Morningstar Small-Cap ETF position peaked at $2.89M in Q2 2018.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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