Curi RMB Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.9M	Buy	37,645 +2,001	+6%	+$715K	0.21%	130
2026 Q1	$11.4M	Buy	35,644 +2,973	+9%	+$997K	0.2%	124
2025 Q4	$11M	Buy	32,671 +2,273	+7%	+$756K	0.19%	129
2025 Q3	$10M	Buy	30,398 +3,627	+14%	+$1.15M	0.18%	142
2025 Q2	$8.16M	Buy	26,771 +22,687	+556%	+$6.38M	0.15%	166
2025 Q1	$1.12M	Sell	4,084 -1,823	-31%	-$530K	0.03%	320
2024 Q4	$1.71M	Buy	5,907 +2	+0%	+$584	0.04%	285
2024 Q3	$1.67M	Buy	5,905 +1,467	+33%	+$400K	0.04%	287
2024 Q2	$1.19M	Sell	4,438 -1,069	-19%	-$277K	0.03%	319
2024 Q1	$1.43M	Buy	5,507 +1,808	+49%	+$447K	0.03%	309
2023 Q4	$877K	Buy	3,699 +72	+2%	+$15.9K	0.03%	311
2023 Q3	$770K	Sell	3,627 -125	-3%	-$27.7K	0.03%	313
2023 Q2	$826K	Sell	3,752 -3,561	-49%	-$743K	0.03%	310
2023 Q1	$1.49M	Buy	7,313 +1,809	+33%	+$362K	0.05%	245
2022 Q4	$1.05M	Buy	5,504 +806	+17%	+$155K	0.04%	280
2022 Q3	$843K	Buy	4,698 +270	+6%	+$53.8K	0.03%	299
2022 Q2	$835K	Sell	4,428 -1,715	-28%	-$352K	0.03%	295
2022 Q1	$1.4M	Buy	6,143 +1,880	+44%	+$423K	0.04%	226
2021 Q4	$1.03M	Buy	4,263 +1,263	+42%	+$298K	0.03%	272
2021 Q3	$666K	Hold	3,000	–	–	0.02%	320
2021 Q2	$668K	Sell	3,000 -725	-19%	-$157K	0.02%	324
2021 Q1	$770K	Buy	3,725 +337	+10%	+$68.2K	0.03%	296
2020 Q4	$659K	Buy	3,388 +18	+0.5%	+$3.29K	0.02%	380
2020 Q3	$574K	Sell	3,370 -666	-17%	-$112K	0.02%	400
2020 Q2	$632K	Sell	4,036 -4,552	-53%	-$671K	0.03%	368
2020 Q1	$1.11M	Buy	8,588 +3,211	+60%	+$496K	0.05%	279
2019 Q4	$880K	Sell	5,377 -907	-14%	-$142K	0.02%	377
2019 Q3	$949K	Hold	6,284	–	–	0.02%	393
2019 Q2	$943K	Sell	6,284 -265	-4%	-$39K	0.02%	429
2019 Q1	$948K	Buy	6,549 +907	+16%	+$127K	0.02%	461
2018 Q4	$720K	Sell	5,642 -200	-3%	-$27.6K	0.02%	555
2018 Q3	$874K	Sell	5,842 -200	-3%	-$29.4K	0.02%	531
2018 Q2	$848K	Buy	6,042 +2,512	+71%	+$350K	0.02%	530
2018 Q1	$479K	Buy	+3,530	New	+$495K	0.01%	630
2014 Q1	–	Sell	-6,625	Closed	-$635K	–	389
2013 Q4	$635K	Hold	6,625	–	–	0.04%	244
2013 Q3	$581K	Hold	6,625	–	–	0.04%	252
2013 Q2	$548K	Buy	+6,625	New	+$550K	0.04%	246

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Curi RMB Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.6% in Q2 2026, buying an estimated $715K and bringing the position to 37,645 shares worth $13.9M. The position accounts for 0.21% of the portfolio, ranked #130.

Curi RMB Capital first reported a position in VTI in Q2 2013 and has held it in 37 quarters since. 3,695 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Curi RMB Capital held 37,645 shares of Vanguard Morningstar Total Stock Market ETF worth $13.9M as of Q2 2026.
Curi RMB Capital bought 2,001 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715K.
Vanguard Morningstar Total Stock Market ETF made up 0.21% of Curi RMB Capital's portfolio in Q2 2026, its #130 holding.
Curi RMB Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 37 quarters since.
3,695 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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