CIBC Bank USA’s Vanguard Mid-Cap ETF VO Stock Holding History

CIBC Bank USA’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$6.7M	Buy	150,456 +6,076	+4%	+$261K	0.89%	17
2019 Q3	$6.05M	Buy	144,380 +5,188	+4%	+$217K	0.86%	16
2019 Q2	$5.82M	Buy	139,192 +5,412	+4%	+$221K	0.81%	17
2019 Q1	$5.38M	Buy	133,780 +34,168	+34%	+$1.31M	0.76%	17
2018 Q4	$3.44M	Buy	99,612 +7,340	+8%	+$276K	0.56%	25
2018 Q3	$3.79M	Buy	92,272 +28,380	+44%	+$1.16M	0.52%	22
2018 Q2	$2.52M	Buy	63,892 +16,116	+34%	+$633K	0.35%	41
2018 Q1	$1.84M	Buy	47,776 +8,016	+20%	+$316K	0.25%	54
2017 Q4	$1.54M	Buy	39,760 +27,460	+223%	+$1.04M	0.19%	71
2017 Q3	$452K	Sell	12,300 -1,888	-13%	-$68.1K	0.06%	161
2017 Q2	$505K	Buy	14,188 +640	+5%	+$22.6K	0.07%	152
2017 Q1	$472K	Sell	13,548 -4,960	-27%	-$170K	0.07%	158
2016 Q4	$609K	Sell	18,508 -696	-4%	-$22.5K	0.09%	134
2016 Q3	$622K	Buy	19,204 +5,424	+39%	+$174K	0.09%	129
2016 Q2	$426K	Buy	13,780 +1,840	+15%	+$56.2K	0.07%	158
2016 Q1	$361K	Sell	11,940 -560	-4%	-$15.8K	0.06%	157
2015 Q4	$375K	Buy	12,500 +3,840	+44%	+$117K	0.07%	172
2015 Q3	$252K	Sell	8,660 -26,708	-76%	-$833K	0.05%	202
2015 Q2	$1.13M	Sell	35,368 -1,540	-4%	-$50K	0.19%	78
2015 Q1	$1.22M	Hold	36,908	–	–	0.22%	71
2014 Q4	$1.14M	Sell	36,908 -3,500	-9%	-$105K	0.2%	85
2014 Q3	$1.19M	Sell	40,408 -492	-1%	-$14.6K	0.24%	69
2014 Q2	$1.21M	Hold	40,900	–	–	0.23%	74
2014 Q1	$1.16M	Buy	40,900 +1,500	+4%	+$41.6K	0.24%	83
2013 Q4	$1.08M	Sell	39,400 -360	-0.9%	-$9.59K	0.24%	87
2013 Q3	$1.02M	Sell	39,760 -41,800	-51%	-$1.05M	0.25%	91
2013 Q2	$1.94M	Buy	+81,560	New	+$1.93M	0.11%	129

Other funds holding VO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

CIBC Bank USA increased its Vanguard Mid-Cap ETF (VO) stake by 4.2% in Q4 2019, buying an estimated $261K and bringing the position to 150,456 shares worth $6.7M. The position accounts for 0.89% of the portfolio, ranked #17.

CIBC Bank USA first reported a position in VO in Q2 2013 and has held it in 27 quarters since. 1,026 funds tracked by Wall St. Rank hold VO as of Q4 2019.

CIBC Bank USA held 150,456 shares of Vanguard Mid-Cap ETF worth $6.7M as of Q4 2019.
CIBC Bank USA bought 6,076 Vanguard Mid-Cap ETF shares in Q4 2019, an estimated $261K.
Vanguard Mid-Cap ETF made up 0.89% of CIBC Bank USA's portfolio in Q4 2019, its #17 holding.
CIBC Bank USA first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 27 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2019.

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