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Curi RMB Capital’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Curi RMB Capital’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.14M Buy
87,150
+6,079
+7% +$359K 0.08% 238
2026
Q1 		$4.83M Sell
81,071
-7,197
-8% -$431K 0.09% 219
2025
Q4 		$5.29M Buy
88,268
+3,320
+4% +$200K 0.09% 215
2025
Q3 		$5.1M Buy
84,948
+17,388
+26% +$1.04M 0.09% 210
2025
Q2 		$4.04M Buy
+67,560
New +$4M 0.08% 237

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Curi RMB Capital increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.5% in Q2 2026, buying an estimated $359K and bringing the position to 87,150 shares worth $5.14M. The position accounts for 0.08% of the portfolio, ranked #238.

Curi RMB Capital first reported a position in VGIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.29M in Q4 2025. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Curi RMB Capital held 87,150 shares of Vanguard Intermediate-Term Treasury ETF worth $5.14M as of Q2 2026.
  • Curi RMB Capital bought 6,079 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $359K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.08% of Curi RMB Capital's portfolio in Q2 2026, its #238 holding.
  • Curi RMB Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Curi RMB Capital's Vanguard Intermediate-Term Treasury ETF position peaked at $5.29M in Q4 2025.
  • 982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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