CIBC Private Wealth Group
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CIBC Private Wealth Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

CIBC Private Wealth Group’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-236
Closed -$56.1K – 3304
2024
Q1 		$56.1K Buy
+236
New +$53.5K ﹤0.01% 1627
2022
Q4 		– Sell
-2,547
Closed -$416K – 949
2022
Q3 		$416K Buy
2,547
+62
+2% +$11.2K ﹤0.01% 734
2022
Q2 		$427K Hold
2,485
– – ﹤0.01% 735
2022
Q1 		$515K Buy
+2,485
New +$508K ﹤0.01% 742

Other funds holding VONE

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
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

CIBC Private Wealth Group's VONE Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2024, closing a stake of 236 shares — an estimated $56.1K sold.

CIBC Private Wealth Group first reported a position in VONE in Q1 2022 and held it in 4 quarters. The position peaked at $515K in Q1 2022. 280 funds tracked by Wall St. Rank hold VONE as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining Vanguard Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 236 Vanguard Russell 1000 ETF shares in Q2 2024, an estimated $56.1K.
  • CIBC Private Wealth Group first reported a position in Vanguard Russell 1000 ETF in Q1 2022 and held it in 4 quarters.
  • CIBC Private Wealth Group's Vanguard Russell 1000 ETF position peaked at $515K in Q1 2022.
  • 280 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.