CIBC Private Wealth Group
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CIBC Private Wealth Group’s Vanguard Mega Cap Value ETF MGV Stock Holding History

CIBC Private Wealth Group’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.79M Buy
12,683
+705
+6% +$98K ﹤0.01% 598
2025
Q3 		$1.65M Buy
11,978
+3,101
+35% +$415K ﹤0.01% 610
2025
Q2 		$1.16M Sell
8,877
-26,979
-75% -$3.38M ﹤0.01% 646
2025
Q1 		$4.12M Buy
35,856
+1,002
+3% +$130K 0.01% 430
2024
Q4 		$4.37M Buy
34,854
+29,385
+537% +$3.79M 0.01% 445
2024
Q3 		$702K Buy
5,469
+1,926
+54% +$238K ﹤0.01% 776
2024
Q2 		$421K Buy
3,543
+2,665
+304% +$313K ﹤0.01% 871
2024
Q1 		$105K Buy
+878
New +$99.5K ﹤0.01% 1380
2023
Q4 		– Sell
-2,163
Closed -$219K – 1165
2023
Q3 		$219K Buy
+2,163
New +$227K ﹤0.01% 979
2018
Q3 		– Sell
-116
Closed -$9K – 1407
2018
Q2 		$9K Hold
116
– – ﹤0.01% 1592
2018
Q1 		$9K Hold
116
– – ﹤0.01% 1557
2017
Q4 		$9K Buy
+116
New +$8.62K ﹤0.01% 1574

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Vanguard Mega Cap Value ETF (MGV) stake by 5.9% in Q4 2025, buying an estimated $98K and bringing the position to 12,683 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #598.

CIBC Private Wealth Group first reported a position in MGV in Q4 2017 and has held it in 12 quarters since. The position peaked at $4.37M in Q4 2024. 542 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

  • CIBC Private Wealth Group held 12,683 shares of Vanguard Mega Cap Value ETF worth $1.79M as of Q4 2025.
  • CIBC Private Wealth Group bought 705 Vanguard Mega Cap Value ETF shares in Q4 2025, an estimated $98K.
  • Vanguard Mega Cap Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #598 holding.
  • CIBC Private Wealth Group first reported a position in Vanguard Mega Cap Value ETF in Q4 2017 and has held it in 12 quarters since.
  • CIBC Private Wealth Group's Vanguard Mega Cap Value ETF position peaked at $4.37M in Q4 2024.
  • 542 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q4 2025.

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