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Curi RMB Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Curi RMB Capital’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.8M Buy
87,616
+904
+1% +$202K 0.34% 78
2025
Q4 		$19.1M Sell
86,712
-2,014
-2% -$440K 0.33% 77
2025
Q3 		$19.2M Buy
88,726
+1,415
+2% +$297K 0.35% 77
2025
Q2 		$17.9M Buy
87,311
+24,013
+38% +$4.65M 0.34% 77
2025
Q1 		$12.3M Sell
63,298
-15,977
-20% -$3.18M 0.3% 100
2024
Q4 		$15.5M Sell
79,275
-1,083
-1% -$216K 0.36% 82
2024
Q3 		$15.9M Sell
80,358
-2,025
-2% -$386K 0.36% 79
2024
Q2 		$15M Sell
82,383
-498
-0.6% -$89.6K 0.36% 83
2024
Q1 		$15.1M Buy
82,881
+1,060
+1% +$186K 0.35% 88
2023
Q4 		$13.9M Sell
81,821
-998
-1% -$161K 0.43% 71
2023
Q3 		$12.9M Buy
82,819
+708
+0.9% +$115K 0.44% 72
2023
Q2 		$13.3M Sell
82,111
-2,235
-3% -$350K 0.44% 72
2023
Q1 		$13M Sell
84,346
-249
-0.3% -$38.1K 0.45% 71
2022
Q4 		$12.8M Sell
84,595
-165
-0.2% -$24.6K 0.46% 74
2022
Q3 		$11.5M Sell
84,760
-2,298
-3% -$342K 0.43% 75
2022
Q2 		$12.5M Sell
87,058
-698
-0.8% -$106K 0.43% 72
2022
Q1 		$14.2M Sell
87,756
-3,087
-3% -$498K 0.45% 65
2021
Q4 		$15.6M Buy
90,843
+3,941
+5% +$650K 0.47% 64
2021
Q3 		$13.3M Sell
86,902
-30
-0% -$4.78K 0.44% 65
2021
Q2 		$13.5M Sell
86,932
-3,524
-4% -$541K 0.45% 66
2021
Q1 		$13.3M Sell
90,456
-123
-0.1% -$17.5K 0.49% 63
2020
Q4 		$12.8M Sell
90,579
-1,577
-2% -$214K 0.47% 59
2020
Q3 		$11.9M Sell
92,156
-1,918
-2% -$241K 0.51% 54
2020
Q2 		$11M Sell
94,074
-5,284
-5% -$601K 0.49% 55
2020
Q1 		$10.3M Sell
99,358
-8,431
-8% -$1.01M 0.49% 56
2019
Q4 		$13.4M Sell
107,789
-10,351
-9% -$1.25M 0.37% 72
2019
Q3 		$14.1M Sell
118,140
-3,161
-3% -$373K 0.37% 72
2019
Q2 		$14M Sell
121,301
-7,147
-6% -$802K 0.35% 78
2019
Q1 		$14.1M Buy
128,448
+4,033
+3% +$425K 0.36% 73
2018
Q4 		$12.2M Sell
124,415
-8,118
-6% -$847K 0.31% 89
2018
Q3 		$14.7M Buy
132,533
+1,249
+1% +$134K 0.35% 91
2018
Q2 		$13.3M Sell
131,284
-1,438
-1% -$147K 0.32% 90
2018
Q1 		$13.4M Buy
132,722
+18,605
+16% +$1.93M 0.34% 91
2017
Q4 		$11.6M Buy
114,117
+107,274
+1,568% +$10.6M 0.3% 89
2017
Q3 		$649K Buy
6,843
+7
+0.1% +$653 0.02% 488
2017
Q2 		$633K Buy
6,836
+1,179
+21% +$108K 0.02% 504
2017
Q1 		$509K Hold
5,657
– – 0.02% 369
2016
Q4 		$482K Buy
5,657
+100
+2% +$8.41K 0.03% 314
2016
Q3 		$466K Buy
5,557
+670
+14% +$56.8K 0.03% 307
2016
Q2 		$407K Hold
4,887
– – 0.02% 325
2016
Q1 		$397K Hold
4,887
– – 0.03% 289
2015
Q4 		$380K Hold
4,887
– – 0.02% 325
2015
Q3 		$360K Hold
4,887
– – 0.02% 345
2015
Q2 		$384K Hold
4,887
– – 0.03% 322
2015
Q1 		$393K Sell
4,887
-971
-17% -$78.8K 0.02% 361
2014
Q4 		$475K Buy
5,858
+971
+20% +$76.8K 0.03% 344
2014
Q3 		$376K Hold
4,887
– – 0.02% 365
2014
Q2 		$381K Sell
4,887
-714
-13% -$54.6K 0.02% 343
2014
Q1 		$421K Buy
+5,601
New +$413K 0.03% 280

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Curi RMB Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1% in Q1 2026, buying an estimated $202K and bringing the position to 87,616 shares worth $18.8M. The position accounts for 0.34% of the portfolio, ranked #78.

Curi RMB Capital first reported a position in VIG in Q1 2014 and has held it in 49 quarters since. The position peaked at $19.2M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Curi RMB Capital held 87,616 shares of Vanguard Dividend Appreciation ETF worth $18.8M as of Q1 2026.
  • Curi RMB Capital bought 904 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $202K.
  • Vanguard Dividend Appreciation ETF made up 0.34% of Curi RMB Capital's portfolio in Q1 2026, its #78 holding.
  • Curi RMB Capital first reported a position in Vanguard Dividend Appreciation ETF in Q1 2014 and has held it in 49 quarters since.
  • Curi RMB Capital's Vanguard Dividend Appreciation ETF position peaked at $19.2M in Q3 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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