Curi RMB Capital’s Vanguard Russell 1000 ETF VONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.25M	Hold	4,250	–	–	0.02%	409
2025 Q4	$1.31M	Sell	4,250 -1,046	-20%	-$321K	0.02%	408
2025 Q3	$1.6M	Sell	5,296 -3,524	-40%	-$1.03M	0.03%	358
2025 Q2	$2.48M	Buy	8,820 +4,357	+98%	+$1.13M	0.05%	295
2025 Q1	$1.13M	Sell	4,463 -833	-16%	-$223K	0.03%	317
2024 Q4	$1.41M	Buy	5,296 +3,524	+199%	+$945K	0.03%	303
2024 Q3	$461K	Buy	1,772 +939	+113%	+$235K	0.01%	432
2024 Q2	$205K	Buy	+833	New	+$198K	﹤0.01%	517

Other funds holding VONE

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Curi RMB Capital held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 4,250 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #409.

Curi RMB Capital first reported a position in VONE in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.48M in Q2 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Curi RMB Capital held 4,250 shares of Vanguard Russell 1000 ETF worth $1.25M as of Q1 2026.
Curi RMB Capital left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 ETF made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #409 holding.
Curi RMB Capital first reported a position in Vanguard Russell 1000 ETF in Q2 2024 and has held it in 8 quarters since.
Curi RMB Capital's Vanguard Russell 1000 ETF position peaked at $2.48M in Q2 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

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