Curi RMB Capital’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$730K	Buy	3,959 +682	+21%	+$127K	0.01%	515
2025 Q4	$581K	Sell	3,277 -195	-6%	-$34.1K	0.01%	567
2025 Q3	$609K	Buy	3,472 +150	+5%	+$25.5K	0.01%	485
2025 Q2	$549K	Buy	3,322 +1,675	+102%	+$265K	0.01%	496
2025 Q1	$264K	Buy	1,647 +351	+27%	+$57.4K	0.01%	445
2024 Q4	$210K	Sell	1,296 -21	-2%	-$3.54K	﹤0.01%	505
2024 Q3	$221K	Sell	1,317 -280	-18%	-$44.5K	0.01%	521
2024 Q2	$240K	Hold	1,597	–	–	0.01%	500
2024 Q1	$249K	Buy	+1,597	New	+$234K	0.01%	517
2019 Q2	–	Sell	-1,959	Closed	-$211K	–	830
2019 Q1	$211K	Buy	+1,959	New	+$206K	0.01%	731
2018 Q4	–	Sell	-2,043	Closed	-$231K	–	995
2018 Q3	$231K	Buy	+2,043	New	+$232K	0.01%	797

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Curi RMB Capital increased its Vanguard Mid-Cap Value ETF (VOE) stake by 21% in Q1 2026, buying an estimated $127K and bringing the position to 3,959 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #515.

Curi RMB Capital first reported a position in VOE in Q3 2018 and has held it in 11 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Curi RMB Capital held 3,959 shares of Vanguard Mid-Cap Value ETF worth $730K as of Q1 2026.
Curi RMB Capital bought 682 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $127K.
Vanguard Mid-Cap Value ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #515 holding.
Curi RMB Capital first reported a position in Vanguard Mid-Cap Value ETF in Q3 2018 and has held it in 11 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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