CIBC Private Wealth Group’s Vanguard Total World Stock ETF VT Stock Holding History

CIBC Private Wealth Group’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.27M	Sell	16,085 -100	-0.6%	-$14K	﹤0.01%	551
2025 Q3	$2.23M	Buy	16,185 +331	+2%	+$44K	﹤0.01%	546
2025 Q2	$2.04M	Hold	15,854	–	–	﹤0.01%	548
2025 Q1	$1.64M	Buy	15,854 +68	+0.4%	+$8.14K	﹤0.01%	569
2024 Q4	$1.86M	Buy	15,786 +68	+0.4%	+$8.16K	﹤0.01%	583
2024 Q3	$1.88M	Hold	15,718	–	–	﹤0.01%	577
2024 Q2	$1.8M	Buy	15,718 +1,465	+10%	+$162K	﹤0.01%	557
2024 Q1	$1.57M	Buy	14,253 +646	+5%	+$68.3K	﹤0.01%	577
2023 Q4	$1.4M	Sell	13,607 -232	-2%	-$22.3K	﹤0.01%	568
2023 Q3	$1.29M	Buy	13,839 +8,724	+171%	+$847K	﹤0.01%	561
2023 Q2	$496K	Buy	+5,115	New	+$480K	﹤0.01%	699
2023 Q1	–	Sell	-12,630	Closed	-$1.09M	–	940
2022 Q4	$1.09M	Buy	12,630 +7,584	+150%	+$648K	﹤0.01%	515
2022 Q3	$398K	Sell	5,046 -5,506	-52%	-$484K	﹤0.01%	744
2022 Q2	$901K	Sell	10,552 -793	-7%	-$73.3K	﹤0.01%	611
2022 Q1	$1.15M	Sell	11,345 -2,193	-16%	-$222K	﹤0.01%	613
2021 Q4	$1.45M	Sell	13,538 -635	-4%	-$67.5K	﹤0.01%	572
2021 Q3	$1.44M	Sell	14,173 -603	-4%	-$63.2K	﹤0.01%	555
2021 Q2	$1.53M	Sell	14,776 -1,503	-9%	-$153K	﹤0.01%	580
2021 Q1	$1.58M	Sell	16,279 -1,729	-10%	-$166K	﹤0.01%	577
2020 Q4	$1.67M	Sell	18,008 -9,065	-33%	-$786K	﹤0.01%	541
2020 Q3	$2.18M	Buy	27,073 +17,021	+169%	+$1.37M	0.01%	451
2020 Q2	$753K	Sell	10,052 -13,154	-57%	-$927K	﹤0.01%	493
2020 Q1	$1.46M	Sell	23,206 -1,634	-7%	-$123K	0.01%	459
2019 Q4	$2.01M	Buy	24,840 +16,523	+199%	+$1.29M	0.01%	468
2019 Q3	$622K	Sell	8,317 -29,392	-78%	-$2.2M	﹤0.01%	657
2019 Q2	$2.83M	Buy	37,709 +3,763	+11%	+$279K	0.01%	426
2019 Q1	$2.48M	Sell	33,946 -635	-2%	-$45.1K	0.01%	430
2018 Q4	$2.26M	Buy	34,581 +632	+2%	+$44.2K	0.01%	425
2018 Q3	$2.57M	Buy	33,949 +8,676	+34%	+$653K	0.01%	453
2018 Q2	$1.85M	Sell	25,273 -2,500	-9%	-$186K	0.01%	518
2018 Q1	$2.04M	Buy	27,773 +3,066	+12%	+$232K	0.01%	476
2017 Q4	$1.83M	Buy	24,707 +476	+2%	+$34.6K	0.01%	539
2017 Q3	$1.71M	Buy	24,231 +6,615	+38%	+$459K	0.01%	523
2017 Q2	$1.19M	Buy	17,616 +125	+0.7%	+$8.36K	0.01%	443
2017 Q1	$1.14M	Sell	17,491 -775	-4%	-$49.6K	0.01%	434
2016 Q4	$1.11M	Buy	18,266 +400	+2%	+$24.2K	0.01%	444
2016 Q3	$1.09M	Hold	17,866	–	–	0.01%	443
2016 Q2	$1.04M	Buy	17,866 +1,000	+6%	+$58K	0.01%	449
2016 Q1	$973K	Hold	16,866	–	–	0.01%	443
2015 Q4	$972K	Buy	16,866 +1,000	+6%	+$58.6K	0.01%	443
2015 Q3	$878K	Hold	15,866	–	–	0.01%	462
2015 Q2	$976K	Buy	15,866 +170	+1%	+$10.8K	0.01%	463
2015 Q1	$967K	Sell	15,696 -1,000	-6%	-$61K	0.01%	469
2014 Q4	$1M	Buy	16,696 +1,000	+6%	+$60.1K	0.01%	470
2014 Q3	$947K	Hold	15,696	–	–	0.01%	455
2014 Q2	$977K	Hold	15,696	–	–	0.01%	449
2014 Q1	$945K	Buy	+15,696	New	+$920K	0.01%	446

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its Vanguard Total World Stock ETF (VT) stake by 0.62% in Q4 2025, selling an estimated $14K and leaving 16,085 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #551.

CIBC Private Wealth Group first reported a position in VT in Q1 2014 and has held it in 47 quarters since. The position peaked at $2.83M in Q2 2019. 1,209 funds tracked by Wall St. Rank hold VT as of Q4 2025.

CIBC Private Wealth Group held 16,085 shares of Vanguard Total World Stock ETF worth $2.27M as of Q4 2025.
CIBC Private Wealth Group sold 100 Vanguard Total World Stock ETF shares in Q4 2025, an estimated $14K.
Vanguard Total World Stock ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #551 holding.
CIBC Private Wealth Group first reported a position in Vanguard Total World Stock ETF in Q1 2014 and has held it in 47 quarters since.
CIBC Private Wealth Group's Vanguard Total World Stock ETF position peaked at $2.83M in Q2 2019.
1,209 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2025.

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