Curi RMB Capital’s Vanguard Morningstar 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 Q2	$366K	Hold	1,065	–	–	0.01%	696
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 $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Curi RMB Capital held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,065 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #696.

Curi RMB Capital first reported a position in VV in Q4 2017 and has held it in 29 quarters since. The position peaked at $504K in Q2 2024. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Curi RMB Capital held 1,065 shares of Vanguard Morningstar Large-Cap ETF worth $366K as of Q2 2026.
Curi RMB Capital left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #696 holding.
Curi RMB Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 29 quarters since.
Curi RMB Capital's Vanguard Morningstar Large-Cap ETF position peaked at $504K in Q2 2024.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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