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CIBC Bank USA’s Vanguard Small-Cap ETF VB Stock Holding History

CIBC Bank USA’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$11.8M Buy
71,467
+2,832
+4% +$451K 1.57% 12
2019
Q3 		$10.6M Buy
68,635
+3,343
+5% +$518K 1.5% 13
2019
Q2 		$10.2M Buy
65,292
+6,442
+11% +$996K 1.43% 13
2019
Q1 		$8.99M Buy
58,850
+4,756
+9% +$707K 1.27% 13
2018
Q4 		$7.14M Buy
54,094
+2,221
+4% +$323K 1.16% 13
2018
Q3 		$8.43M Buy
51,873
+5,773
+13% +$934K 1.15% 11
2018
Q2 		$7.18M Buy
46,100
+6,457
+16% +$988K 0.99% 11
2018
Q1 		$5.82M Buy
39,643
+5,688
+17% +$849K 0.8% 15
2017
Q4 		$5.02M Buy
33,955
+28,749
+552% +$4.16M 0.63% 18
2017
Q3 		$736K Buy
5,206
+80
+2% +$10.9K 0.1% 119
2017
Q2 		$694K Sell
5,126
-271
-5% -$36.3K 0.09% 119
2017
Q1 		$720K Sell
5,397
-225
-4% -$29.8K 0.1% 112
2016
Q4 		$725K Hold
5,622
– – 0.11% 109
2016
Q3 		$687K Buy
5,622
+82
+1% +$9.92K 0.1% 118
2016
Q2 		$641K Sell
5,540
-1,060
-16% -$120K 0.1% 124
2016
Q1 		$735K Sell
6,600
-17,322
-72% -$1.79M 0.13% 97
2015
Q4 		$2.65M Buy
+23,922
New +$2.71M 0.46% 34

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Bank USA's VB Position: Q4 2019 in Review

CIBC Bank USA increased its Vanguard Small-Cap ETF (VB) stake by 4.1% in Q4 2019, buying an estimated $451K and bringing the position to 71,467 shares worth $11.8M. The position accounts for 1.57% of the portfolio, ranked #12.

CIBC Bank USA first reported a position in VB in Q4 2015 and has held it in 17 quarters since. 1,099 funds tracked by Wall St. Rank hold VB as of Q4 2019.

  • CIBC Bank USA held 71,467 shares of Vanguard Small-Cap ETF worth $11.8M as of Q4 2019.
  • CIBC Bank USA bought 2,832 Vanguard Small-Cap ETF shares in Q4 2019, an estimated $451K.
  • Vanguard Small-Cap ETF made up 1.57% of CIBC Bank USA's portfolio in Q4 2019, its #12 holding.
  • CIBC Bank USA first reported a position in Vanguard Small-Cap ETF in Q4 2015 and has held it in 17 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.