Curi RMB Capital’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.1M	Buy	193,280 +8,040	+4%	+$880K	0.36%	76
2026 Q1	$16.2M	Sell	185,240 -56	-0%	-$5.16K	0.29%	94
2025 Q4	$17.5M	Sell	185,296 -21,328	-10%	-$2.03M	0.3%	83
2025 Q3	$19.3M	Buy	206,624 +48	+0%	+$4.19K	0.35%	76
2025 Q2	$17.1M	Buy	206,576 +39,128	+23%	+$2.85M	0.33%	80
2025 Q1	$11.4M	Sell	167,448 -18,664	-10%	-$1.41M	0.28%	108
2024 Q4	$14.5M	Sell	186,112 -1,352	-0.7%	-$104K	0.33%	93
2024 Q3	$13.7M	Hold	187,464	–	–	0.31%	100
2024 Q2	$13.5M	Sell	187,464 -17,720	-9%	-$1.18M	0.32%	92
2024 Q1	$13.4M	Sell	205,184 -3,008	-1%	-$191K	0.31%	98
2023 Q4	$12.6M	Sell	208,192 -4,056	-2%	-$226K	0.38%	80
2023 Q3	$11M	Buy	212,248 +560	+0.3%	+$30.4K	0.38%	80
2023 Q2	$11.7M	Sell	211,688 -13,280	-6%	-$667K	0.38%	80
2023 Q1	$10.8M	Buy	224,968 +11,824	+6%	+$523K	0.38%	83
2022 Q4	$8.51M	Sell	213,144 -2,296	-1%	-$93.7K	0.3%	102
2022 Q3	$8.28M	Buy	215,440 +696	+0.3%	+$30.6K	0.31%	96
2022 Q2	$8.77M	Buy	214,744 +1,104	+0.5%	+$49.7K	0.3%	94
2022 Q1	$11.1M	Hold	213,640	–	–	0.35%	81
2021 Q4	$12.2M	Sell	213,640 -2,048	-0.9%	-$112K	0.37%	80
2021 Q3	$10.8M	Hold	215,688	–	–	0.36%	86
2021 Q2	$10.8M	Sell	215,688 -720	-0.3%	-$34K	0.36%	82
2021 Q1	$9.7M	Hold	216,408	–	–	0.36%	84
2020 Q4	$9.57M	Hold	216,408	–	–	0.35%	78
2020 Q3	$8.43M	Sell	216,408 -5,872	-3%	-$221K	0.36%	74
2020 Q2	$7.74M	Sell	222,280 -15,424	-6%	-$481K	0.34%	78
2020 Q1	$6.3M	Buy	237,704 +24	+0%	+$727	0.3%	89
2019 Q4	$7.27M	Sell	237,680 -9,040	-4%	-$259K	0.2%	125
2019 Q3	$6.65M	Hold	246,720	–	–	0.17%	138
2019 Q2	$6.5M	Sell	246,720 -2,080	-0.8%	-$53.6K	0.16%	147
2019 Q1	$6.24M	Buy	248,800 +9,944	+4%	+$231K	0.16%	160
2018 Q4	$4.98M	Sell	238,856 -29,264	-11%	-$663K	0.13%	185
2018 Q3	$6.79M	Hold	268,120	–	–	0.16%	165
2018 Q2	$6.08M	Sell	268,120 -2,024	-0.7%	-$45.5K	0.14%	175
2018 Q1	$5.77M	Buy	270,144 +121,824	+82%	+$2.66M	0.15%	191
2017 Q4	$3.05M	Buy	+148,320	New	+$3.01M	0.08%	312

Other funds holding VGT

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Curi RMB Capital increased its Vanguard Information Technology ETF (VGT) stake by 4.3% in Q2 2026, buying an estimated $880K and bringing the position to 193,280 shares worth $23.1M. The position accounts for 0.36% of the portfolio, ranked #76.

Curi RMB Capital first reported a position in VGT in Q4 2017 and has held it in 35 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Curi RMB Capital held 193,280 shares of Vanguard Information Technology ETF worth $23.1M as of Q2 2026.
Curi RMB Capital bought 8,040 Vanguard Information Technology ETF shares in Q2 2026, an estimated $880K.
Vanguard Information Technology ETF made up 0.36% of Curi RMB Capital's portfolio in Q2 2026, its #76 holding.
Curi RMB Capital first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 35 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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