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Curi RMB Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Curi RMB Capital’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.04M Sell
8,438
-380
-4% -$238K 0.09% 211
2025
Q4 		$5.53M Buy
8,818
+1,684
+24% +$1.05M 0.1% 210
2025
Q3 		$4.38M Buy
7,134
+755
+12% +$445K 0.08% 226
2025
Q2 		$3.63M Buy
+6,379
New +$3.35M 0.07% 248
2025
Q1 		– Sell
-1,046
Closed -$564K – 553
2024
Q4 		$564K Sell
1,046
-33
-3% -$17.9K 0.01% 396
2024
Q3 		$569K Buy
1,079
+41
+4% +$20.8K 0.01% 411
2024
Q2 		$519K Sell
1,038
-2,965
-74% -$1.43M 0.01% 421
2024
Q1 		$1.92M Sell
4,003
-10
-0.2% -$4.58K 0.04% 276
2023
Q4 		$1.75M Sell
4,013
-15
-0.4% -$6.14K 0.05% 247
2023
Q3 		$1.58M Sell
4,028
-677
-14% -$277K 0.05% 243
2023
Q2 		$1.92M Buy
4,705
+150
+3% +$57.9K 0.06% 229
2023
Q1 		$1.71M Buy
4,555
+28
+0.6% +$10.3K 0.06% 227
2022
Q4 		$1.59M Buy
4,527
+2,042
+82% +$721K 0.06% 237
2022
Q3 		$816K Buy
2,485
+89
+4% +$32.5K 0.03% 302
2022
Q2 		$831K Hold
2,396
– – 0.03% 296
2022
Q1 		$995K Sell
2,396
-120
-5% -$49.1K 0.03% 259
2021
Q4 		$1.1M Buy
2,516
+411
+20% +$173K 0.03% 267
2021
Q3 		$830K Buy
2,105
+327
+18% +$133K 0.03% 291
2021
Q2 		$700K Buy
1,778
+329
+23% +$126K 0.02% 319
2021
Q1 		$528K Sell
1,449
-31
-2% -$11K 0.02% 347
2020
Q4 		$509K Hold
1,480
– – 0.02% 428
2020
Q3 		$455K Hold
1,480
– – 0.02% 432
2020
Q2 		$419K Sell
1,480
-229
-13% -$61.6K 0.02% 435
2020
Q1 		$405K Hold
1,709
– – 0.02% 431
2019
Q4 		$505K Buy
1,709
+8
+0.5% +$2.26K 0.01% 446
2019
Q3 		$464K Hold
1,701
– – 0.01% 492
2019
Q2 		$458K Buy
+1,701
New +$450K 0.01% 568

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Curi RMB Capital reduced its Vanguard S&P 500 ETF (VOO) stake by 4.3% in Q1 2026, selling an estimated $238K and leaving 8,438 shares worth $5.04M. The position accounts for 0.09% of the portfolio, ranked #211.

Curi RMB Capital first reported a position in VOO in Q2 2019 and has held it in 27 quarters since. The position peaked at $5.53M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Curi RMB Capital held 8,438 shares of Vanguard S&P 500 ETF worth $5.04M as of Q1 2026.
  • Curi RMB Capital sold 380 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $238K.
  • Vanguard S&P 500 ETF made up 0.09% of Curi RMB Capital's portfolio in Q1 2026, its #211 holding.
  • Curi RMB Capital first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 27 quarters since.
  • Curi RMB Capital's Vanguard S&P 500 ETF position peaked at $5.53M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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