Curi RMB Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36M	Buy	9,173 +1,257	+16%	+$189K	0.02%	395
2025 Q4	$1.14M	Buy	7,916 +136	+2%	+$19.3K	0.02%	439
2025 Q3	$1.1M	Hold	7,780	–	–	0.02%	407
2025 Q2	$1.04M	Buy	7,780 +3,209	+70%	+$407K	0.02%	412
2025 Q1	$589K	Sell	4,571 -2,843	-38%	-$372K	0.01%	371
2024 Q4	$946K	Hold	7,414	–	–	0.02%	344
2024 Q3	$951K	Hold	7,414	–	–	0.02%	343
2024 Q2	$879K	Sell	7,414 -556	-7%	-$65.9K	0.02%	344
2024 Q1	$964K	Buy	7,970 +16	+0.2%	+$1.83K	0.02%	350
2023 Q4	$888K	Sell	7,954 -5,732	-42%	-$602K	0.03%	307
2023 Q3	$1.41M	Hold	13,686	–	–	0.05%	254
2023 Q2	$1.45M	Sell	13,686 -2,631	-16%	-$276K	0.05%	251
2023 Q1	$1.72M	Sell	16,317 -1,844	-10%	-$198K	0.06%	226
2022 Q4	$1.97M	Buy	+18,161	New	+$1.93M	0.07%	216
2018 Q4	–	Sell	-3,722	Closed	-$324K	–	998
2018 Q3	$324K	Sell	3,722 -1,178	-24%	-$102K	0.01%	712
2018 Q2	$407K	Sell	4,900 -68	-1%	-$5.69K	0.01%	662
2018 Q1	$410K	Sell	4,968 -795	-14%	-$68.4K	0.01%	665
2017 Q4	$493K	Sell	5,763 -474	-8%	-$39.6K	0.01%	606
2017 Q3	$506K	Sell	6,237 -325	-5%	-$25.8K	0.01%	526
2017 Q2	$513K	Buy	+6,562	New	+$511K	0.01%	529

Other funds holding VYM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Curi RMB Capital increased its Vanguard High Dividend Yield ETF (VYM) stake by 16% in Q1 2026, buying an estimated $189K and bringing the position to 9,173 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #395.

Curi RMB Capital first reported a position in VYM in Q2 2017 and has held it in 20 quarters since. The position peaked at $1.97M in Q4 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Curi RMB Capital held 9,173 shares of Vanguard High Dividend Yield ETF worth $1.36M as of Q1 2026.
Curi RMB Capital bought 1,257 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $189K.
Vanguard High Dividend Yield ETF made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #395 holding.
Curi RMB Capital first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and has held it in 20 quarters since.
Curi RMB Capital's Vanguard High Dividend Yield ETF position peaked at $1.97M in Q4 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

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