CIBC Private Wealth Group
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CIBC Private Wealth Group’s Vanguard Small-Cap ETF VB Stock Holding History

CIBC Private Wealth Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$360M Buy
1,397,042
+127,698
+10% +$32.7M 0.61% 38
2025
Q3 		$323M Buy
1,269,344
+88,864
+8% +$22M 0.55% 44
2025
Q2 		$280M Sell
1,180,480
-33,180
-3% -$7.4M 0.5% 57
2025
Q1 		$235M Sell
1,213,660
-170,825
-12% -$40.8M 0.5% 57
2024
Q4 		$335M Sell
1,384,485
-75,246
-5% -$18.5M 0.61% 42
2024
Q3 		$346M Buy
1,459,731
+53,310
+4% +$12.1M 0.62% 42
2024
Q2 		$305M Buy
1,406,421
+85,276
+6% +$18.7M 0.57% 46
2024
Q1 		$299M Buy
1,321,145
+154,971
+13% +$33.3M 0.59% 48
2023
Q4 		$249M Buy
1,166,174
+174,710
+18% +$33.7M 0.53% 58
2023
Q3 		$187M Buy
991,464
+107,466
+12% +$21.4M 0.44% 63
2023
Q2 		$176M Buy
883,998
+55,805
+7% +$10.5M 0.38% 71
2023
Q1 		$159M Sell
828,193
-10,806
-1% -$2.1M 0.35% 71
2022
Q4 		$126M Buy
838,999
+59,982
+8% +$11.1M 0.42% 66
2022
Q3 		$133M Buy
779,017
+38,709
+5% +$7.31M 0.36% 75
2022
Q2 		$130M Buy
740,308
+51,417
+7% +$9.93M 0.34% 76
2022
Q1 		$146M Buy
688,891
+111,905
+19% +$23.6M 0.32% 80
2021
Q4 		$130M Buy
576,986
+84,061
+17% +$19.1M 0.27% 90
2021
Q3 		$108M Sell
492,925
-50,855
-9% -$11.3M 0.25% 97
2021
Q2 		$123M Buy
543,780
+10,059
+2% +$2.23M 0.28% 93
2021
Q1 		$114M Sell
533,721
-6,323
-1% -$1.33M 0.29% 93
2020
Q4 		$105M Buy
540,044
+22,337
+4% +$3.94M 0.28% 89
2020
Q3 		$79.2M Buy
517,707
+133,808
+35% +$20.6M 0.24% 98
2020
Q2 		$55.9M Sell
383,899
-197,162
-34% -$26.5M 0.27% 76
2020
Q1 		$67.1M Buy
581,061
+33,270
+6% +$5M 0.29% 89
2019
Q4 		$90.7M Buy
547,791
+19,912
+4% +$3.17M 0.3% 101
2019
Q3 		$81.2M Buy
527,879
+39,045
+8% +$6.05M 0.29% 96
2019
Q2 		$76.6M Buy
488,834
+25,437
+5% +$3.93M 0.27% 100
2019
Q1 		$70.8M Buy
463,397
+43,966
+10% +$6.54M 0.27% 103
2018
Q4 		$55.4M Sell
419,431
-69,398
-14% -$10.1M 0.25% 114
2018
Q3 		$79.5M Buy
488,829
+85,264
+21% +$13.8M 0.3% 100
2018
Q2 		$62.8M Buy
403,565
+54,940
+16% +$8.4M 0.26% 113
2018
Q1 		$51.2M Buy
348,625
+85,010
+32% +$12.7M 0.22% 124
2017
Q4 		$39M Buy
263,615
+148,757
+130% +$21.5M 0.17% 150
2017
Q3 		$16.2M Buy
114,858
+61,264
+114% +$8.35M 0.07% 221
2017
Q2 		$7.26M Buy
53,594
+13,908
+35% +$1.86M 0.05% 244
2017
Q1 		$5.29M Buy
39,686
+13,855
+54% +$1.83M 0.03% 279
2016
Q4 		$3.33M Sell
25,831
-704
-3% -$87.4K 0.02% 316
2016
Q3 		$3.24M Buy
26,535
+6,652
+33% +$805K 0.02% 311
2016
Q2 		$2.3M Sell
19,883
-1,827
-8% -$207K 0.02% 347
2016
Q1 		$2.42M Buy
21,710
+15
+0.1% +$1.55K 0.02% 331
2015
Q4 		$2.4M Buy
21,695
+366
+2% +$41.5K 0.02% 341
2015
Q3 		$2.3M Buy
21,329
+9,441
+79% +$1.1M 0.02% 339
2015
Q2 		$1.45M Buy
11,888
+1,431
+14% +$176K 0.01% 414
2015
Q1 		$1.28M Buy
+10,457
New +$1.24M 0.01% 435

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Vanguard Small-Cap ETF (VB) stake by 10% in Q4 2025, buying an estimated $32.7M and bringing the position to 1,397,042 shares worth $360M. The position accounts for 0.61% of the portfolio, ranked #38.

CIBC Private Wealth Group first reported a position in VB in Q1 2015 and has held it in 44 quarters since. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • CIBC Private Wealth Group held 1,397,042 shares of Vanguard Small-Cap ETF worth $360M as of Q4 2025.
  • CIBC Private Wealth Group bought 127,698 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $32.7M.
  • Vanguard Small-Cap ETF made up 0.61% of CIBC Private Wealth Group's portfolio in Q4 2025, its #38 holding.
  • CIBC Private Wealth Group first reported a position in Vanguard Small-Cap ETF in Q1 2015 and has held it in 44 quarters since.
  • 2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

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