Curi RMB Capital’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Curi RMB Capital increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 45% in Q1 2026, buying an estimated $207K and bringing the position to 2,442 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #543.

Curi RMB Capital first reported a position in VOT in Q1 2018 and has held it in 12 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Curi RMB Capital held 2,442 shares of Vanguard Mid-Cap Growth ETF worth $628K as of Q1 2026.
Curi RMB Capital bought 753 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $207K.
Vanguard Mid-Cap Growth ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #543 holding.
Curi RMB Capital first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2018 and has held it in 12 quarters since.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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