CIBC Private Wealth Group
VMBS icon

CIBC Private Wealth Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

CIBC Private Wealth Group’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$233K Sell
4,943
-651
-12% -$30.7K ﹤0.01% 1127
2025
Q3 		$263K Buy
5,594
+2,860
+105% +$133K ﹤0.01% 1068
2025
Q2 		$127K Sell
2,734
-2,012
-42% -$92.1K ﹤0.01% 1300
2025
Q1 		$217K Buy
4,746
+3,421
+258% +$156K ﹤0.01% 1051
2024
Q4 		$59.7K Sell
1,325
-813
-38% -$37.4K ﹤0.01% 1621
2024
Q3 		$101K Buy
2,138
+1,045
+96% +$48.7K ﹤0.01% 1476
2024
Q2 		$49.8K Sell
1,093
-2,222
-67% -$99.9K ﹤0.01% 1677
2024
Q1 		$150K Buy
+3,315
New +$151K ﹤0.01% 1233
2023
Q1 		– Sell
-1,410
Closed -$258K – 939
2022
Q4 		$258K Buy
+1,410
New +$63.8K ﹤0.01% 704
2022
Q3 		– Sell
-1,410
Closed -$67K – 1195
2022
Q2 		$67K Hold
1,410
– – ﹤0.01% 948
2022
Q1 		$71K Buy
+1,410
New +$72.4K ﹤0.01% 1016

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 12% in Q4 2025, selling an estimated $30.7K and leaving 4,943 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

CIBC Private Wealth Group first reported a position in VMBS in Q1 2022 and has held it in 11 quarters since. The position peaked at $263K in Q3 2025. 689 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

  • CIBC Private Wealth Group held 4,943 shares of Vanguard Mortgage-Backed Securities ETF worth $233K as of Q4 2025.
  • CIBC Private Wealth Group sold 651 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $30.7K.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1127 holding.
  • CIBC Private Wealth Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2022 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's Vanguard Mortgage-Backed Securities ETF position peaked at $263K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

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