CIBC Private Wealth Group
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CIBC Private Wealth Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

CIBC Private Wealth Group’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$34.3M Buy
193,521
+163,771
+550% +$28.7M 0.06% 219
2025
Q3 		$5.19M Buy
29,750
+1,060
+4% +$180K 0.01% 420
2025
Q2 		$4.72M Buy
28,690
+3,346
+13% +$530K 0.01% 437
2025
Q1 		$3.6M Buy
25,344
+2,001
+9% +$327K 0.01% 446
2024
Q4 		$3.78M Buy
23,343
+632
+3% +$107K 0.01% 468
2024
Q3 		$3.81M Buy
22,711
+2,108
+10% +$335K 0.01% 472
2024
Q2 		$3.08M Sell
20,603
-72
-0.3% -$10.9K 0.01% 478
2024
Q1 		$3.2M Sell
20,675
-1,176
-5% -$173K 0.01% 467
2023
Q4 		$3.17M Sell
21,851
-3,369
-13% -$452K 0.01% 442
2023
Q3 		$3.3M Buy
25,220
+317
+1% +$43.9K 0.01% 432
2023
Q2 		$3.45M Sell
24,903
-5,842
-19% -$779K 0.01% 441
2023
Q1 		$3.59M Buy
30,745
+6,954
+29% +$965K 0.01% 434
2022
Q4 		$2.22M Buy
23,791
+2,988
+14% +$401K 0.01% 412
2022
Q3 		$2.53M Buy
20,803
+2,803
+16% +$379K 0.01% 449
2022
Q2 		$2.33M Buy
18,000
+994
+6% +$141K 0.01% 467
2022
Q1 		$2.54M Buy
17,006
+11,262
+196% +$1.66M 0.01% 478
2021
Q4 		$863K Buy
5,744
+856
+18% +$126K ﹤0.01% 677
2021
Q3 		$682K Buy
4,888
+205
+4% +$29.1K ﹤0.01% 684
2021
Q2 		$658K Hold
4,683
– – ﹤0.01% 748
2021
Q1 		$632K Buy
4,683
+2,495
+114% +$319K ﹤0.01% 758
2020
Q4 		$260K Buy
+2,188
New +$245K ﹤0.01% 896
2018
Q3 		– Sell
-117
Closed -$13K – 1712
2018
Q2 		$13K Buy
117
+11
+10% +$1.22K ﹤0.01% 1508
2018
Q1 		$12K Buy
106
+8
+8% +$900 ﹤0.01% 1496
2017
Q4 		$11K Buy
+98
New +$10.6K ﹤0.01% 1527
2017
Q3 		– Sell
-10,990
Closed -$1.13M – 941
2017
Q2 		$1.13M Buy
10,990
+105
+1% +$10.7K 0.01% 448
2017
Q1 		$1.11M Buy
+10,885
New +$1.1M 0.01% 439
2015
Q2 		– Sell
-12,715
Closed -$1.17M – 638
2015
Q1 		$1.17M Sell
12,715
-2,015
-14% -$182K 0.01% 447
2014
Q4 		$1.32M Buy
+14,730
New +$1.29M 0.01% 434

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Vanguard Mid-Cap Value ETF (VOE) stake by 550% in Q4 2025, buying an estimated $28.7M and bringing the position to 193,521 shares worth $34.3M. The position accounts for 0.06% of the portfolio, ranked #219.

CIBC Private Wealth Group first reported a position in VOE in Q4 2014 and has held it in 28 quarters since. 1,197 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

  • CIBC Private Wealth Group held 193,521 shares of Vanguard Mid-Cap Value ETF worth $34.3M as of Q4 2025.
  • CIBC Private Wealth Group bought 163,771 Vanguard Mid-Cap Value ETF shares in Q4 2025, an estimated $28.7M.
  • Vanguard Mid-Cap Value ETF made up 0.06% of CIBC Private Wealth Group's portfolio in Q4 2025, its #219 holding.
  • CIBC Private Wealth Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2014 and has held it in 28 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2025.

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