CIBC Private Wealth Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

CIBC Private Wealth Group’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$687K	Hold	5,718	–	–	﹤0.01%	787
2025 Q3	$683K	Hold	5,718	–	–	﹤0.01%	778
2025 Q2	$646K	Hold	5,718	–	–	﹤0.01%	771
2025 Q1	$523K	Hold	5,718	–	–	﹤0.01%	793
2024 Q4	$652K	Hold	5,718	–	–	﹤0.01%	798
2024 Q3	$655K	Hold	5,718	–	–	﹤0.01%	790
2024 Q2	$623K	Hold	5,718	–	–	﹤0.01%	764
2024 Q1	$646K	Hold	5,718	–	–	﹤0.01%	763
2023 Q4	$562K	Hold	5,718	–	–	﹤0.01%	768
2023 Q3	$516K	Buy	+5,718	New	+$537K	﹤0.01%	739

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIBC Private Wealth Group's IVOG Position: Q4 2025 in Review

CIBC Private Wealth Group held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q4 2025 at 5,718 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

CIBC Private Wealth Group first reported a position in IVOG in Q3 2023 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold IVOG as of Q4 2025.

CIBC Private Wealth Group held 5,718 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $687K as of Q4 2025.
CIBC Private Wealth Group left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2025.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #787 holding.
CIBC Private Wealth Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 10 quarters since.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.