CIBC Private Wealth Group
VFVA icon

CIBC Private Wealth Group’s Vanguard US Value Factor ETF VFVA Stock Holding History

CIBC Private Wealth Group’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-851
Closed -$95K – 3304
2024
Q2 		$95K Hold
851
– – ﹤0.01% 1417
2024
Q1 		$101K Buy
+851
New +$95.7K ﹤0.01% 1396
2022
Q2 		– Sell
-1,262
Closed -$135K – 1311
2022
Q1 		$135K Buy
+1,262
New +$134K ﹤0.01% 987

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

CIBC Private Wealth Group's VFVA Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of Vanguard US Value Factor ETF (VFVA) in Q3 2024, closing a stake of 851 shares — an estimated $95K sold.

CIBC Private Wealth Group first reported a position in VFVA in Q1 2022 and held it in 3 quarters. The position peaked at $135K in Q1 2022. 84 funds tracked by Wall St. Rank hold VFVA as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Vanguard US Value Factor ETF position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 851 Vanguard US Value Factor ETF shares in Q3 2024, an estimated $95K.
  • CIBC Private Wealth Group first reported a position in Vanguard US Value Factor ETF in Q1 2022 and held it in 3 quarters.
  • CIBC Private Wealth Group's Vanguard US Value Factor ETF position peaked at $135K in Q1 2022.
  • 84 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.