CIBC Private Wealth Group’s Vanguard Morningstar 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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

CIBC Private Wealth Group increased its Vanguard Morningstar 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. 545 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

CIBC Private Wealth Group held 12,683 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.79M as of Q4 2025.
CIBC Private Wealth Group bought 705 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2025, an estimated $98K.
Vanguard Morningstar 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 Morningstar Mega Cap Value ETF in Q4 2017 and has held it in 12 quarters since.
CIBC Private Wealth Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $4.37M in Q4 2024.
545 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2025.

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