Curi RMB Capital’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$318K	Hold	1,065	–	–	0.01%	713
2025 Q4	$335K	Hold	1,065	–	–	0.01%	722
2025 Q3	$329K	Buy	1,065 +277	+35%	+$82K	0.01%	583
2025 Q2	$226K	Sell	788 -582	-42%	-$153K	﹤0.01%	635
2025 Q1	$352K	Buy	+1,370	New	+$371K	0.01%	414
2024 Q3	–	Sell	-2,019	Closed	-$504K	–	560
2024 Q2	$504K	Hold	2,019	–	–	0.01%	425
2024 Q1	$484K	Buy	2,019 +22	+1%	+$5.03K	0.01%	439
2023 Q4	$436K	Buy	1,997 +627	+46%	+$128K	0.01%	401
2023 Q3	$268K	Hold	1,370	–	–	0.01%	445
2023 Q2	$278K	Hold	1,370	–	–	0.01%	446
2023 Q1	$256K	Hold	1,370	–	–	0.01%	444
2022 Q4	$239K	Hold	1,370	–	–	0.01%	440
2022 Q3	$224K	Hold	1,370	–	–	0.01%	445
2022 Q2	$236K	Hold	1,370	–	–	0.01%	437
2022 Q1	$286K	Hold	1,370	–	–	0.01%	391
2021 Q4	$303K	Sell	1,370 -7	-0.5%	-$1.5K	0.01%	401
2021 Q3	$277K	Hold	1,377	–	–	0.01%	403
2021 Q2	$276K	Hold	1,377	–	–	0.01%	422
2021 Q1	$255K	Buy	1,377 +7	+0.5%	+$1.27K	0.01%	416
2020 Q4	$241K	Hold	1,370	–	–	0.01%	532
2020 Q3	$214K	Buy	+1,370	New	+$211K	0.01%	548
2020 Q1	–	Sell	-1,370	Closed	-$203K	–	780
2019 Q4	$203K	Buy	+1,370	New	+$194K	0.01%	624
2019 Q3	–	Sell	-1,660	Closed	-$224K	–	800
2019 Q2	$224K	Hold	1,660	–	–	0.01%	680
2019 Q1	$215K	Buy	+1,660	New	+$208K	0.01%	728
2018 Q4	–	Sell	-1,660	Closed	-$222K	–	997
2018 Q3	$222K	Hold	1,660	–	–	0.01%	810
2018 Q2	$207K	Hold	1,660	–	–	﹤0.01%	821
2018 Q1	$201K	Hold	1,660	–	–	0.01%	825
2017 Q4	$203K	Buy	+1,660	New	+$198K	0.01%	820

Other funds holding VV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

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

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

Curi RMB Capital held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 1,065 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #713.

Curi RMB Capital first reported a position in VV in Q4 2017 and has held it in 28 quarters since. The position peaked at $504K in Q2 2024. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Curi RMB Capital held 1,065 shares of Vanguard Large-Cap ETF worth $318K as of Q1 2026.
Curi RMB Capital left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #713 holding.
Curi RMB Capital first reported a position in Vanguard Large-Cap ETF in Q4 2017 and has held it in 28 quarters since.
Curi RMB Capital's Vanguard Large-Cap ETF position peaked at $504K in Q2 2024.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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