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 Q2	$1.7M	Hold	13,310	–	–	0.03%	371
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 $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Curi RMB Capital's VONG Position: Q2 2026 in Review

Curi RMB Capital held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 13,310 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #371.

Curi RMB Capital first reported a position in VONG in Q1 2023 and has held it in 13 quarters since. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Curi RMB Capital held 13,310 shares of Vanguard Russell 1000 Growth ETF worth $1.7M as of Q2 2026.
Curi RMB Capital left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Growth ETF made up 0.03% of Curi RMB Capital's portfolio in Q2 2026, its #371 holding.
Curi RMB Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.