CRC
VFH icon

Curi RMB Capital’s Vanguard Financials ETF VFH Stock Holding History

Curi RMB Capital’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Hold
1,832
– – ﹤0.01% 820
2026
Q1 		$221K Sell
1,832
-416
-19% -$53K ﹤0.01% 803
2025
Q4 		$300K Buy
2,248
+724
+48% +$94K 0.01% 750
2025
Q3 		$200K Buy
+1,524
New +$197K ﹤0.01% 686

Other funds holding VFH

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Curi RMB Capital held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,832 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Curi RMB Capital first reported a position in VFH in Q3 2025 and has held it in 4 quarters since. The position peaked at $300K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Curi RMB Capital held 1,832 shares of Vanguard Financials ETF worth $241K as of Q2 2026.
  • Curi RMB Capital left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #820 holding.
  • Curi RMB Capital first reported a position in Vanguard Financials ETF in Q3 2025 and has held it in 4 quarters since.
  • Curi RMB Capital's Vanguard Financials ETF position peaked at $300K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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