CIBC Private Wealth Group
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CIBC Private Wealth Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

CIBC Private Wealth Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$22.8M Buy
75,583
+20,980
+38% +$6.33M 0.04% 269
2025
Q3 		$16.3M Sell
54,603
-280
-0.5% -$80.8K 0.03% 304
2025
Q2 		$15.2M Sell
54,883
-4,433
-7% -$1.14M 0.03% 308
2025
Q1 		$13M Sell
59,316
-17,312
-23% -$4.8M 0.03% 303
2024
Q4 		$21.8M Sell
76,628
-3,774
-5% -$1.07M 0.04% 259
2024
Q3 		$21.5M Sell
80,402
-34,236
-30% -$8.77M 0.04% 269
2024
Q2 		$28.7M Buy
114,638
+489
+0.4% +$122K 0.05% 227
2024
Q1 		$29.5M Buy
114,149
+6,023
+6% +$1.48M 0.06% 230
2023
Q4 		$26.1M Buy
108,126
+15,767
+17% +$3.42M 0.06% 237
2023
Q3 		$19.8M Buy
92,359
+18,985
+26% +$4.31M 0.05% 260
2023
Q2 		$16.9M Buy
73,374
+8,204
+13% +$1.78M 0.04% 280
2023
Q1 		$2.05M Buy
65,170
+1,150
+2% +$249K ﹤0.01% 521
2022
Q4 		$12.1M Buy
64,020
+2,957
+5% +$605K 0.04% 245
2022
Q3 		$11.9M Buy
61,063
+6,114
+11% +$1.31M 0.03% 284
2022
Q2 		$10.8M Sell
54,949
-16,074
-23% -$3.48M 0.03% 297
2022
Q1 		$17.6M Sell
71,023
-64,530
-48% -$15.9M 0.04% 265
2021
Q4 		$38.2M Buy
135,553
+12,667
+10% +$3.63M 0.08% 182
2021
Q3 		$34.4M Buy
122,886
+119,197
+3,231% +$34.1M 0.08% 178
2021
Q2 		$1.07M Sell
3,689
-306
-8% -$85.6K ﹤0.01% 648
2021
Q1 		$1.1M Sell
3,995
-139
-3% -$39.2K ﹤0.01% 651
2020
Q4 		$1.11M Buy
4,134
+500
+14% +$121K ﹤0.01% 614
2020
Q3 		$781K Buy
+3,634
New +$768K ﹤0.01% 601
2020
Q2 		– Sell
-4,532
Closed -$681K – 810
2020
Q1 		$681K Sell
4,532
-763
-14% -$142K ﹤0.01% 573
2019
Q4 		$1.05M Buy
5,295
+80
+2% +$15.2K ﹤0.01% 576
2019
Q3 		$949K Sell
5,215
-908
-15% -$169K ﹤0.01% 577
2019
Q2 		$1.14M Buy
6,123
+1,447
+31% +$263K ﹤0.01% 552
2019
Q1 		$840K Buy
4,676
+1,393
+42% +$239K ﹤0.01% 620
2018
Q4 		$494K Hold
3,283
– – ﹤0.01% 685
2018
Q3 		$615K Buy
3,283
+2,445
+292% +$450K ﹤0.01% 736
2018
Q2 		$147K Hold
838
– – ﹤0.01% 971
2018
Q1 		$137K Sell
838
-130
-13% -$21.4K ﹤0.01% 973
2017
Q4 		$156K Buy
+968
New +$152K ﹤0.01% 964

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 38% in Q4 2025, buying an estimated $6.33M and bringing the position to 75,583 shares worth $22.8M. The position accounts for 0.04% of the portfolio, ranked #269.

CIBC Private Wealth Group first reported a position in VBK in Q4 2017 and has held it in 32 quarters since. The position peaked at $38.2M in Q4 2021. 1,212 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • CIBC Private Wealth Group held 75,583 shares of Vanguard Morningstar Small-Cap Growth ETF worth $22.8M as of Q4 2025.
  • CIBC Private Wealth Group bought 20,980 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $6.33M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of CIBC Private Wealth Group's portfolio in Q4 2025, its #269 holding.
  • CIBC Private Wealth Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and has held it in 32 quarters since.
  • CIBC Private Wealth Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $38.2M in Q4 2021.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

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