CIBC Private Wealth Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $9.27M | Buy |
43,750
+32,895
| +303% | +$6.89M | 0.02% | 353 |
|
|
2025
Q3 | $2.27M | Buy |
10,855
+1,339
| +14% | +$274K | ﹤0.01% | 545 |
|
|
2025
Q2 | $1.86M | Buy |
9,516
+94
| +1% | +$17.4K | ﹤0.01% | 565 |
|
|
2025
Q1 | $1.53M | Buy |
9,422
+2,056
| +28% | +$406K | ﹤0.01% | 582 |
|
|
2024
Q4 | $1.46M | Sell |
7,366
-546
| -7% | -$112K | ﹤0.01% | 620 |
|
|
2024
Q3 | $1.59M | Sell |
7,912
-36
| -0.5% | -$6.92K | ﹤0.01% | 601 |
|
|
2024
Q2 | $1.44M | Buy |
7,948
+494
| +7% | +$91.3K | ﹤0.01% | 596 |
|
|
2024
Q1 | $1.42M | Sell |
7,454
-1,041
| -12% | -$188K | ﹤0.01% | 591 |
|
|
2023
Q4 | $1.53M | Buy |
8,495
+219
| +3% | +$35.8K | ﹤0.01% | 553 |
|
|
2023
Q3 | $1.32M | Buy |
8,276
+1,998
| +32% | +$334K | ﹤0.01% | 556 |
|
|
2023
Q2 | $1.04M | Buy |
6,278
+121
| +2% | +$19K | ﹤0.01% | 592 |
|
|
2023
Q1 | $977K | Buy |
6,157
+5
| +0.1% | +$828 | ﹤0.01% | 611 |
|
|
2022
Q4 | $277K | Sell |
6,152
-226
| -4% | -$36K | ﹤0.01% | 699 |
|
|
2022
Q3 | $915K | Sell |
6,378
-1,207
| -16% | -$192K | ﹤0.01% | 603 |
|
|
2022
Q2 | $1.14M | Sell |
7,585
-38
| -0.5% | -$6.23K | ﹤0.01% | 580 |
|
|
2022
Q1 | $1.34M | Buy |
7,623
+182
| +2% | +$31.6K | ﹤0.01% | 593 |
|
|
2021
Q4 | $1.33M | Buy |
7,441
+1,503
| +25% | +$267K | ﹤0.01% | 595 |
|
|
2021
Q3 | $1M | Sell |
5,938
-117
| -2% | -$20K | ﹤0.01% | 623 |
|
|
2021
Q2 | $1.05M | Buy |
6,055
+473
| +8% | +$82K | ﹤0.01% | 654 |
|
|
2021
Q1 | $924K | Buy |
5,582
+581
| +12% | +$91.5K | ﹤0.01% | 683 |
|
|
2020
Q4 | $711K | Buy |
5,001
+593
| +13% | +$76.5K | ﹤0.01% | 702 |
|
|
2020
Q3 | $488K | Buy |
+4,408
| New | +$494K | ﹤0.01% | 688 |
|
|
2020
Q2 | – | Sell |
-4,425
| Closed | -$393K | – | 811 |
|
|
2020
Q1 | $393K | Sell |
4,425
-841
| -16% | -$102K | ﹤0.01% | 668 |
|
|
2019
Q4 | $722K | Buy |
5,266
+166
| +3% | +$22K | ﹤0.01% | 646 |
|
|
2019
Q3 | $657K | Sell |
5,100
-1,325
| -21% | -$170K | ﹤0.01% | 646 |
|
|
2019
Q2 | $839K | Buy |
6,425
+206
| +3% | +$26.8K | ﹤0.01% | 617 |
|
|
2019
Q1 | $801K | Buy |
6,219
+1,316
| +27% | +$167K | ﹤0.01% | 633 |
|
|
2018
Q4 | $559K | Sell |
4,903
-2,895
| -37% | -$366K | ﹤0.01% | 662 |
|
|
2018
Q3 | $1.09M | Buy |
7,798
+3,669
| +89% | +$514K | ﹤0.01% | 646 |
|
|
2018
Q2 | $561K | Buy |
4,129
+180
| +5% | +$24.2K | ﹤0.01% | 752 |
|
|
2018
Q1 | $511K | Sell |
3,949
-63
| -2% | -$8.35K | ﹤0.01% | 781 |
|
|
2017
Q4 | $533K | Hold |
4,012
| – | – | ﹤0.01% | 769 |
|
|
2017
Q3 | $513K | Buy |
+4,012
| New | +$495K | ﹤0.01% | 771 |
|
Other funds holding VBR
AL
CIBC Private Wealth Group's VBR Position: Q4 2025 in Review
CIBC Private Wealth Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 303% in Q4 2025, buying an estimated $6.89M and bringing the position to 43,750 shares worth $9.27M. The position accounts for 0.02% of the portfolio, ranked #353.
CIBC Private Wealth Group first reported a position in VBR in Q3 2017 and has held it in 33 quarters since. 1,660 funds tracked by Wall St. Rank hold VBR as of Q4 2025.
- CIBC Private Wealth Group held 43,750 shares of Vanguard Morningstar Small-Cap Value ETF worth $9.27M as of Q4 2025.
- CIBC Private Wealth Group bought 32,895 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $6.89M.
- Vanguard Morningstar Small-Cap Value ETF made up 0.02% of CIBC Private Wealth Group's portfolio in Q4 2025, its #353 holding.
- CIBC Private Wealth Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2017 and has held it in 33 quarters since.
- 1,660 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.