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

Curi RMB Capital’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$494K Hold
2,528
– – 0.01% 605
2026
Q1 		$423K Hold
2,528
– – 0.01% 641
2025
Q4 		$404K Hold
2,528
– – 0.01% 671
2025
Q3 		$394K Hold
2,528
– – 0.01% 556
2025
Q2 		$352K Buy
+2,528
New +$332K 0.01% 565
2025
Q1 		– Sell
-2,528
Closed -$366K – 555
2024
Q4 		$366K Hold
2,528
– – 0.01% 440
2024
Q3 		$372K Hold
2,528
– – 0.01% 457
2024
Q2 		$339K Hold
2,528
– – 0.01% 460
2024
Q1 		$353K Hold
2,528
– – 0.01% 478
2023
Q4 		$345K Hold
2,528
– – 0.01% 430
2023
Q3 		$302K Hold
2,528
– – 0.01% 433
2023
Q2 		$313K Sell
2,528
-52
-2% -$6.18K 0.01% 428
2023
Q1 		$311K Buy
+2,580
New +$328K 0.01% 424

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
QIM
Quest Investment Management Lake Oswego, Oregon $856M AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Curi RMB Capital held its Vanguard Russell 2000 Value ETF (VTWV) position steady in Q2 2026 at 2,528 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #605.

Curi RMB Capital first reported a position in VTWV in Q1 2023 and has held it in 13 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Curi RMB Capital held 2,528 shares of Vanguard Russell 2000 Value ETF worth $494K as of Q2 2026.
  • Curi RMB Capital left its Vanguard Russell 2000 Value ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 Value ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #605 holding.
  • Curi RMB Capital first reported a position in Vanguard Russell 2000 Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

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