Curi RMB Capital’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.44M | Sell |
131,468
-1,420
| -1% | -$106K | 0.17% | 150 |
|
|
2025
Q4 | $9.64M | Buy |
132,888
+476
| +0.4% | +$34.6K | 0.17% | 150 |
|
|
2025
Q3 | $9.76M | Sell |
132,412
-11,736
| -8% | -$843K | 0.18% | 147 |
|
|
2025
Q2 | $10.1M | Buy |
144,148
+37,752
| +35% | +$2.48M | 0.19% | 139 |
|
|
2025
Q1 | $6.88M | Sell |
106,396
-34,948
| -25% | -$2.35M | 0.17% | 165 |
|
|
2024
Q4 | $9.33M | Sell |
141,344
-400
| -0.3% | -$27.2K | 0.22% | 138 |
|
|
2024
Q3 | $9.35M | Sell |
141,744
-3,216
| -2% | -$202K | 0.21% | 141 |
|
|
2024
Q2 | $8.77M | Sell |
144,960
-868
| -0.6% | -$52.7K | 0.21% | 140 |
|
|
2024
Q1 | $9.11M | Buy |
145,828
+12,216
| +9% | +$722K | 0.21% | 136 |
|
|
2023
Q4 | $7.77M | Sell |
133,612
-17,584
| -12% | -$939K | 0.24% | 115 |
|
|
2023
Q3 | $7.87M | Buy |
151,196
+320
| +0.2% | +$17.5K | 0.27% | 100 |
|
|
2023
Q2 | $8.3M | Sell |
150,876
-17,072
| -10% | -$895K | 0.27% | 105 |
|
|
2023
Q1 | $8.86M | Sell |
167,948
-4,744
| -3% | -$252K | 0.31% | 96 |
|
|
2022
Q4 | $8.8M | Sell |
172,692
-9,900
| -5% | -$504K | 0.31% | 99 |
|
|
2022
Q3 | $8.58M | Sell |
182,592
-188
| -0.1% | -$9.82K | 0.32% | 95 |
|
|
2022
Q2 | $9M | Sell |
182,780
-10,488
| -5% | -$567K | 0.31% | 90 |
|
|
2022
Q1 | $11.5M | Buy |
193,268
+10,060
| +5% | +$590K | 0.36% | 80 |
|
|
2021
Q4 | $11.7M | Sell |
183,208
-19,844
| -10% | -$1.24M | 0.35% | 82 |
|
|
2021
Q3 | $12M | Buy |
203,052
+1,196
| +0.6% | +$72.3K | 0.39% | 75 |
|
|
2021
Q2 | $12M | Sell |
201,856
-5,160
| -2% | -$299K | 0.4% | 76 |
|
|
2021
Q1 | $11.5M | Buy |
207,016
+84
| +0% | +$4.56K | 0.42% | 72 |
|
|
2020
Q4 | $10.7M | Buy |
206,932
+1,956
| +1% | +$94.7K | 0.39% | 71 |
|
|
2020
Q3 | $9.03M | Buy |
204,976
+1,360
| +0.7% | +$59.3K | 0.39% | 65 |
|
|
2020
Q2 | $8.34M | Sell |
203,616
-3,840
| -2% | -$147K | 0.37% | 72 |
|
|
2020
Q1 | $6.83M | Sell |
207,456
-8,808
| -4% | -$365K | 0.32% | 84 |
|
|
2019
Q4 | $9.63M | Sell |
216,264
-9,436
| -4% | -$405K | 0.27% | 99 |
|
|
2019
Q3 | $9.46M | Buy |
225,700
+2,340
| +1% | +$97.8K | 0.25% | 108 |
|
|
2019
Q2 | $9.33M | Buy |
223,360
+1,860
| +0.8% | +$76.1K | 0.24% | 119 |
|
|
2019
Q1 | $8.9M | Sell |
221,500
-1,180
| -0.5% | -$45.4K | 0.22% | 125 |
|
|
2018
Q4 | $7.69M | Sell |
222,680
-4,772
| -2% | -$179K | 0.2% | 133 |
|
|
2018
Q3 | $9.34M | Sell |
227,452
-160
| -0.1% | -$6.53K | 0.22% | 130 |
|
|
2018
Q2 | $8.97M | Buy |
227,612
+4,100
| +2% | +$161K | 0.21% | 132 |
|
|
2018
Q1 | $8.62M | Buy |
223,512
+114,120
| +104% | +$4.49M | 0.22% | 133 |
|
|
2017
Q4 | $4.23M | Buy |
+109,392
| New | +$4.13M | 0.11% | 256 |
|
Other funds holding VO
Curi RMB Capital's VO Position: Q1 2026 in Review
Curi RMB Capital reduced its Vanguard Mid-Cap ETF (VO) stake by 1.1% in Q1 2026, selling an estimated $106K and leaving 131,468 shares worth $9.44M. The position accounts for 0.17% of the portfolio, ranked #150.
Curi RMB Capital first reported a position in VO in Q4 2017 and has held it in 34 quarters since. The position peaked at $12M in Q3 2021. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Curi RMB Capital held 131,468 shares of Vanguard Mid-Cap ETF worth $9.44M as of Q1 2026.
- Curi RMB Capital sold 1,420 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $106K.
- Vanguard Mid-Cap ETF made up 0.17% of Curi RMB Capital's portfolio in Q1 2026, its #150 holding.
- Curi RMB Capital first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Curi RMB Capital's Vanguard Mid-Cap ETF position peaked at $12M in Q3 2021.
- 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.