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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.53M	Buy	13,660 +13,420	+5,592%	+$1.49M	﹤0.01%	635
2025 Q3	$26.5K	Hold	240	–	–	﹤0.01%	2050
2025 Q2	$25.2K	Hold	240	–	–	﹤0.01%	1928
2025 Q1	$20.8K	Hold	240	–	–	﹤0.01%	1975
2024 Q4	$25.5K	Hold	240	–	–	﹤0.01%	1958
2024 Q3	$25.4K	Hold	240	–	–	﹤0.01%	2055
2024 Q2	$23.6K	Hold	240	–	–	﹤0.01%	1966
2024 Q1	$24.6K	Buy	+240	New	+$23K	﹤0.01%	1969

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 5,592% in Q4 2025, buying an estimated $1.49M and bringing the position to 13,660 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #635.

CIBC Private Wealth Group first reported a position in IVOO in Q1 2024 and has held it in 8 quarters since. 287 funds tracked by Wall St. Rank hold IVOO as of Q4 2025.

CIBC Private Wealth Group held 13,660 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.53M as of Q4 2025.
CIBC Private Wealth Group bought 13,420 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2025, an estimated $1.49M.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #635 holding.
CIBC Private Wealth Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and has held it in 8 quarters since.
287 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2025.

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