CIBC Bank USA’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$301K	Sell	9,924 -348	-3%	-$10.1K	0.04%	228
2019 Q3	$285K	Sell	10,272 -4,500	-30%	-$125K	0.04%	228
2019 Q2	$402K	Hold	14,772	–	–	0.06%	182
2019 Q1	$385K	Buy	14,772 +5,178	+54%	+$128K	0.05%	175
2018 Q4	$215K	Sell	9,594 -1,200	-11%	-$29.1K	0.03%	221
2018 Q3	$290K	Hold	10,794	–	–	0.04%	204
2018 Q2	$270K	Hold	10,794	–	–	0.04%	207
2018 Q1	$255K	Buy	+10,794	New	+$263K	0.03%	218
2017 Q4	–	Sell	-10,362	Closed	-$229K	–	280
2017 Q3	$229K	Buy	10,362 +864	+9%	+$18.8K	0.03%	235
2017 Q2	$201K	Buy	+9,498	New	+$199K	0.03%	256

Other funds holding VUG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

CIBC Bank USA reduced its Vanguard Growth ETF (VUG) stake by 3.4% in Q4 2019, selling an estimated $10.1K and leaving 9,924 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #228.

CIBC Bank USA first reported a position in VUG in Q2 2017 and has held it in 10 quarters since. The position peaked at $402K in Q2 2019. 1,108 funds tracked by Wall St. Rank hold VUG as of Q4 2019.

CIBC Bank USA held 9,924 shares of Vanguard Growth ETF worth $301K as of Q4 2019.
CIBC Bank USA sold 348 Vanguard Growth ETF shares in Q4 2019, an estimated $10.1K.
Vanguard Growth ETF made up 0.04% of CIBC Bank USA's portfolio in Q4 2019, its #228 holding.
CIBC Bank USA first reported a position in Vanguard Growth ETF in Q2 2017 and has held it in 10 quarters since.
CIBC Bank USA's Vanguard Growth ETF position peaked at $402K in Q2 2019.
1,108 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2019.

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