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Curi Capital, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1332905 CHICAGO, IL

Position in VB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,021,816
+$284,774 QoQ
Shares Held
3,371
+19.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#319
of 556 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority Sole 5% Shared 0% None 95%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,021,816 3,371
2026-03-31 $737,042 2,814
2025-12-31 $886,831 3,438
2025-09-30 $707,914 2,784
2025-06-30 $478,699 2,020
2024-12-31 $354,172 1,474
2024-09-30 $318,573 1,343
2024-06-30 $317,030 1,454
2024-03-31 $361,172 1,580
2023-12-31 $262,822 1,232
2023-09-30 $227,073 1,201
2023-06-30 $224,944 1,131
2023-03-31 $265,952 1,403
2022-12-31 $391,123 2,131
2022-06-30 $410,688 2,332
2022-03-31 $212,945 1,002
2021-12-31 $222,619 985
2021-09-30 $216,920 992