Curi RMB Capital’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Curi RMB Capital’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.55M	Sell	61,053 -3,052	-5%	-$178K	0.05%	275
2026 Q1	$3.75M	Buy	64,105 +1,151	+2%	+$67.6K	0.07%	249
2025 Q4	$3.7M	Buy	62,954 +7,616	+14%	+$448K	0.06%	251
2025 Q3	$3.26M	Buy	55,338 +18,853	+52%	+$1.11M	0.06%	264
2025 Q2	$2.14M	Buy	+36,485	New	+$2.14M	0.04%	318

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Curi RMB Capital reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.8% in Q2 2026, selling an estimated $178K and leaving 61,053 shares worth $3.55M. The position accounts for 0.05% of the portfolio, ranked #275.

Curi RMB Capital first reported a position in VGSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.75M in Q1 2026. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Curi RMB Capital held 61,053 shares of Vanguard Short-Term Treasury ETF worth $3.55M as of Q2 2026.
Curi RMB Capital sold 3,052 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $178K.
Vanguard Short-Term Treasury ETF made up 0.05% of Curi RMB Capital's portfolio in Q2 2026, its #275 holding.
Curi RMB Capital first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Curi RMB Capital's Vanguard Short-Term Treasury ETF position peaked at $3.75M in Q1 2026.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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