CIBC Private Wealth Group
VFH icon

CIBC Private Wealth Group’s Vanguard Financials ETF VFH Stock Holding History

CIBC Private Wealth Group’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$653K Buy
4,895
+8
+0.2% +$1.04K ﹤0.01% 803
2025
Q3 		$641K Buy
4,887
+260
+6% +$33.7K ﹤0.01% 792
2025
Q2 		$589K Sell
4,627
-76
-2% -$9.06K ﹤0.01% 795
2025
Q1 		$493K Buy
4,703
+892
+23% +$109K ﹤0.01% 814
2024
Q4 		$451K Buy
3,811
+58
+2% +$6.86K ﹤0.01% 897
2024
Q3 		$412K Buy
3,753
+145
+4% +$15.4K ﹤0.01% 931
2024
Q2 		$362K Sell
3,608
-272
-7% -$27.2K ﹤0.01% 909
2024
Q1 		$394K Sell
3,880
-2,222
-36% -$213K ﹤0.01% 891
2023
Q4 		$563K Sell
6,102
-2,988
-33% -$251K ﹤0.01% 767
2023
Q3 		$730K Buy
+9,090
New +$760K ﹤0.01% 670
2022
Q2 		– Sell
-7,423
Closed -$693K – 1307
2022
Q1 		$693K Sell
7,423
-82
-1% -$7.85K ﹤0.01% 692
2021
Q4 		$725K Sell
7,505
-166
-2% -$16.2K ﹤0.01% 699
2021
Q3 		$711K Hold
7,671
– – ﹤0.01% 670
2021
Q2 		$694K Hold
7,671
– – ﹤0.01% 732
2021
Q1 		$648K Buy
7,671
+1,339
+21% +$107K ﹤0.01% 752
2020
Q4 		$461K Buy
6,332
+560
+10% +$37K ﹤0.01% 787
2020
Q3 		$338K Sell
5,772
-5,999
-51% -$357K ﹤0.01% 759
2020
Q2 		$673K Sell
11,771
-8,364
-42% -$465K ﹤0.01% 506
2020
Q1 		$1.02M Sell
20,135
-6,812
-25% -$464K ﹤0.01% 503
2019
Q4 		$2.06M Buy
26,947
+4,114
+18% +$300K 0.01% 466
2019
Q3 		$1.6M Hold
22,833
– – 0.01% 489
2019
Q2 		$1.57M Buy
22,833
+15,212
+200% +$1.03M 0.01% 503
2019
Q1 		$492K Sell
7,621
-680
-8% -$44.1K ﹤0.01% 736
2018
Q4 		$493K Sell
8,301
-234
-3% -$15.2K ﹤0.01% 686
2018
Q3 		$592K Sell
8,535
-233
-3% -$16.5K ﹤0.01% 743
2018
Q2 		$591K Buy
8,768
+881
+11% +$61.5K ﹤0.01% 739
2018
Q1 		$548K Buy
7,887
+1,083
+16% +$78.1K ﹤0.01% 765
2017
Q4 		$477K Sell
6,804
-662
-9% -$44.9K ﹤0.01% 788
2017
Q3 		$488K Buy
+7,466
New +$471K ﹤0.01% 776

Other funds holding VFH

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
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Vanguard Financials ETF (VFH) stake by 0.16% in Q4 2025, buying an estimated $1.04K and bringing the position to 4,895 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

CIBC Private Wealth Group first reported a position in VFH in Q3 2017 and has held it in 29 quarters since. The position peaked at $2.06M in Q4 2019. 749 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • CIBC Private Wealth Group held 4,895 shares of Vanguard Financials ETF worth $653K as of Q4 2025.
  • CIBC Private Wealth Group bought 8 Vanguard Financials ETF shares in Q4 2025, an estimated $1.04K.
  • Vanguard Financials ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #803 holding.
  • CIBC Private Wealth Group first reported a position in Vanguard Financials ETF in Q3 2017 and has held it in 29 quarters since.
  • CIBC Private Wealth Group's Vanguard Financials ETF position peaked at $2.06M in Q4 2019.
  • 749 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

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