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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.46M	Buy	13,310 +205	+2%	+$24K	0.03%	383
2025 Q4	$1.6M	Hold	13,105	–	–	0.03%	379
2025 Q3	$1.58M	Hold	13,105	–	–	0.03%	360
2025 Q2	$1.43M	Buy	+13,105	New	+$1.29M	0.03%	374
2025 Q1	–	Sell	-14,731	Closed	-$1.52M	–	551
2024 Q4	$1.52M	Hold	14,731	–	–	0.04%	295
2024 Q3	$1.42M	Buy	14,731 +22	+0.1%	+$2.05K	0.03%	307
2024 Q2	$1.38M	Hold	14,709	–	–	0.03%	307
2024 Q1	$1.27M	Hold	14,709	–	–	0.03%	317
2023 Q4	$1.15M	Buy	14,709 +1,179	+9%	+$85.8K	0.04%	276
2023 Q3	$926K	Buy	13,530 +447	+3%	+$31.8K	0.03%	285
2023 Q2	$926K	Sell	13,083 -61	-0.5%	-$3.99K	0.03%	296
2023 Q1	$827K	Buy	+13,144	New	+$779K	0.03%	304

Other funds holding VONG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCIIS

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Curi RMB Capital increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 1.6% in Q1 2026, buying an estimated $24K and bringing the position to 13,310 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #383.

Curi RMB Capital first reported a position in VONG in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.6M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Curi RMB Capital held 13,310 shares of Vanguard Russell 1000 Growth ETF worth $1.46M as of Q1 2026.
Curi RMB Capital bought 205 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $24K.
Vanguard Russell 1000 Growth ETF made up 0.03% of Curi RMB Capital's portfolio in Q1 2026, its #383 holding.
Curi RMB Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2023 and has held it in 12 quarters since.
Curi RMB Capital's Vanguard Russell 1000 Growth ETF position peaked at $1.6M in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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