Curi RMB Capital’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$669K	Hold	2,921	–	–	0.01%	532
2025 Q4	$689K	Hold	2,921	–	–	0.01%	531
2025 Q3	$683K	Hold	2,921	–	–	0.01%	467
2025 Q2	$609K	Buy	+2,921	New	+$562K	0.01%	482
2025 Q1	–	Sell	-2,921	Closed	-$614K	–	554
2024 Q4	$614K	Hold	2,921	–	–	0.01%	386
2024 Q3	$605K	Hold	2,921	–	–	0.01%	404
2024 Q2	$558K	Hold	2,921	–	–	0.01%	406
2024 Q1	$576K	Hold	2,921	–	–	0.01%	420
2023 Q4	$536K	Hold	2,921	–	–	0.02%	378
2023 Q3	$476K	Hold	2,921	–	–	0.02%	376
2023 Q2	$515K	Sell	2,921 -14	-0.5%	-$2.33K	0.02%	371
2023 Q1	$484K	Buy	+2,935	New	+$488K	0.02%	365

Other funds holding VTWG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Curi RMB Capital held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q1 2026 at 2,921 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #532.

Curi RMB Capital first reported a position in VTWG in Q1 2023 and has held it in 12 quarters since. The position peaked at $689K in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

Curi RMB Capital held 2,921 shares of Vanguard Russell 2000 Growth ETF worth $669K as of Q1 2026.
Curi RMB Capital left its Vanguard Russell 2000 Growth ETF share count unchanged in Q1 2026.
Vanguard Russell 2000 Growth ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #532 holding.
Curi RMB Capital first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2023 and has held it in 12 quarters since.
Curi RMB Capital's Vanguard Russell 2000 Growth ETF position peaked at $689K in Q4 2025.
204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

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