CIBC Private Wealth Group
MGC icon

CIBC Private Wealth Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

CIBC Private Wealth Group’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$234K Buy
932
+605
+185% +$150K ﹤0.01% 1125
2025
Q3 		$79.8K Hold
327
– – ﹤0.01% 1597
2025
Q2 		$73.5K Buy
+327
New +$67.7K ﹤0.01% 1520

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 185% in Q4 2025, buying an estimated $150K and bringing the position to 932 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

CIBC Private Wealth Group first reported a position in MGC in Q2 2025 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

  • CIBC Private Wealth Group held 932 shares of Vanguard Morningstar Mega Cap ETF worth $234K as of Q4 2025.
  • CIBC Private Wealth Group bought 605 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $150K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1125 holding.
  • CIBC Private Wealth Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

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