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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$452K	Sell	4,514 -301	-6%	-$31.4K	0.01%	627
2025 Q4	$479K	Buy	4,815 +241	+5%	+$24K	0.01%	627
2025 Q3	$447K	Sell	4,574 -4,574	-50%	-$425K	0.01%	532
2025 Q2	$798K	Buy	9,148 +4,549	+99%	+$370K	0.02%	443
2025 Q1	$371K	Buy	4,599 +17	+0.4%	+$1.49K	0.01%	409
2024 Q4	$409K	Buy	+4,582	New	+$423K	0.01%	426

Other funds holding VTWO

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

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

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

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Curi RMB Capital reduced its Vanguard Russell 2000 ETF (VTWO) stake by 6.3% in Q1 2026, selling an estimated $31.4K and leaving 4,514 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #627.

Curi RMB Capital first reported a position in VTWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $798K in Q2 2025. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Curi RMB Capital held 4,514 shares of Vanguard Russell 2000 ETF worth $452K as of Q1 2026.
Curi RMB Capital sold 301 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $31.4K.
Vanguard Russell 2000 ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #627 holding.
Curi RMB Capital first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
Curi RMB Capital's Vanguard Russell 2000 ETF position peaked at $798K in Q2 2025.
677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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