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Curi RMB Capital’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Curi RMB Capital’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$316K Buy
1,456
+167
+13% +$37.3K 0.01% 714
2025
Q4 		$273K Sell
1,289
-134
-9% -$28.1K ﹤0.01% 781
2025
Q3 		$298K Buy
1,423
+140
+11% +$28.6K 0.01% 604
2025
Q2 		$251K Buy
+1,283
New +$237K ﹤0.01% 616
2025
Q1 		– Sell
-1,955
Closed -$387K – 548
2024
Q4 		$387K Buy
1,955
+61
+3% +$12.5K 0.01% 434
2024
Q3 		$380K Buy
1,894
+230
+14% +$44.2K 0.01% 455
2024
Q2 		$304K Sell
1,664
-106
-6% -$19.6K 0.01% 476
2024
Q1 		$340K Buy
1,770
+523
+42% +$94.4K 0.01% 482
2023
Q4 		$224K Sell
1,247
-145
-10% -$23.7K 0.01% 483
2023
Q3 		$222K Buy
1,392
+101
+8% +$16.9K 0.01% 469
2023
Q2 		$214K Buy
+1,291
New +$203K 0.01% 482

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curi RMB Capital's VBR Position: Q1 2026 in Review

Curi RMB Capital increased its Vanguard Small-Cap Value ETF (VBR) stake by 13% in Q1 2026, buying an estimated $37.3K and bringing the position to 1,456 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #714.

Curi RMB Capital first reported a position in VBR in Q2 2023 and has held it in 11 quarters since. The position peaked at $387K in Q4 2024. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Curi RMB Capital held 1,456 shares of Vanguard Small-Cap Value ETF worth $316K as of Q1 2026.
  • Curi RMB Capital bought 167 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $37.3K.
  • Vanguard Small-Cap Value ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #714 holding.
  • Curi RMB Capital first reported a position in Vanguard Small-Cap Value ETF in Q2 2023 and has held it in 11 quarters since.
  • Curi RMB Capital's Vanguard Small-Cap Value ETF position peaked at $387K in Q4 2024.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.