Curi RMB Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$591K	Sell	1,928 -514	-21%	-$148K	0.01%	564
2026 Q1	$628K	Buy	2,442 +753	+45%	+$207K	0.01%	543
2025 Q4	$471K	Sell	1,689 -200	-11%	-$57.2K	0.01%	630
2025 Q3	$556K	Buy	1,889 +125	+7%	+$36.1K	0.01%	498
2025 Q2	$502K	Buy	+1,764	New	+$455K	0.01%	510
2020 Q1	–	Sell	-1,625	Closed	-$258K	–	778
2019 Q4	$258K	Hold	1,625	–	–	0.01%	582
2019 Q3	$241K	Sell	1,625 -35	-2%	-$5.24K	0.01%	631
2019 Q2	$248K	Sell	1,660 -1,725	-51%	-$252K	0.01%	661
2019 Q1	$483K	Hold	3,385	–	–	0.01%	578
2018 Q4	$405K	Hold	3,385	–	–	0.01%	687
2018 Q3	$482K	Buy	3,385 +1,725	+104%	+$242K	0.01%	639
2018 Q2	$223K	Buy	1,660 +110	+7%	+$14.6K	0.01%	805
2018 Q1	$201K	Buy	+1,550	New	+$204K	0.01%	824

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Curi RMB Capital reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 21% in Q2 2026, selling an estimated $148K and leaving 1,928 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #564.

Curi RMB Capital first reported a position in VOT in Q1 2018 and has held it in 13 quarters since. The position peaked at $628K in Q1 2026. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Curi RMB Capital held 1,928 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $591K as of Q2 2026.
Curi RMB Capital sold 514 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $148K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #564 holding.
Curi RMB Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2018 and has held it in 13 quarters since.
Curi RMB Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $628K in Q1 2026.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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