CIBC Bank USA’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$13.1M	Buy	44,447 +4,522	+11%	+$1.28M	1.74%	11
2019 Q3	$10.9M	Buy	39,925 +1,615	+4%	+$438K	1.55%	11
2019 Q2	$10.3M	Buy	38,310 +515	+1%	+$136K	1.44%	12
2019 Q1	$9.81M	Buy	37,795 +3,412	+10%	+$852K	1.38%	12
2018 Q4	$7.9M	Buy	34,383 +12,011	+54%	+$2.98M	1.28%	12
2018 Q3	$5.97M	Buy	22,372 +1,420	+7%	+$372K	0.82%	13
2018 Q2	$5.23M	Buy	20,952 +5,214	+33%	+$1.29M	0.72%	15
2018 Q1	$3.81M	Buy	15,738 +1,339	+9%	+$336K	0.52%	26
2017 Q4	$3.53M	Buy	14,399 +1,446	+11%	+$346K	0.45%	28
2017 Q3	$2.99M	Sell	12,953 -30	-0.2%	-$6.79K	0.39%	32
2017 Q2	$2.88M	Sell	12,983 -206	-2%	-$45.3K	0.38%	30
2017 Q1	$2.85M	Sell	13,189 -15	-0.1%	-$3.2K	0.39%	30
2016 Q4	$2.71M	Buy	13,204 +8,100	+159%	+$1.63M	0.39%	31
2016 Q3	$1.01M	Sell	5,104 -10	-0.2%	-$1.98K	0.15%	85
2016 Q2	$983K	Buy	+5,114	New	+$973K	0.15%	89
2014 Q4	–	Sell	-2,246	Closed	-$406K	–	307
2014 Q3	$406K	Hold	2,246	–	–	0.08%	195
2014 Q2	$403K	Hold	2,246	–	–	0.08%	199
2014 Q1	$384K	Hold	2,246	–	–	0.08%	210
2013 Q4	$380K	Buy	2,246 +208	+10%	+$33.7K	0.08%	215
2013 Q3	$313K	Hold	2,038	–	–	0.08%	234
2013 Q2	$299K	Buy	+2,038	New	+$301K	0.02%	274

Other funds holding VOO

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

CIBC Bank USA increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q4 2019, buying an estimated $1.28M and bringing the position to 44,447 shares worth $13.1M. The position accounts for 1.74% of the portfolio, ranked #11.

CIBC Bank USA first reported a position in VOO in Q2 2013 and has held it in 21 quarters since. 1,347 funds tracked by Wall St. Rank hold VOO as of Q4 2019.

CIBC Bank USA held 44,447 shares of Vanguard S&P 500 ETF worth $13.1M as of Q4 2019.
CIBC Bank USA bought 4,522 Vanguard S&P 500 ETF shares in Q4 2019, an estimated $1.28M.
Vanguard S&P 500 ETF made up 1.74% of CIBC Bank USA's portfolio in Q4 2019, its #11 holding.
CIBC Bank USA first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 21 quarters since.
1,347 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2019.

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