CIBC Private Wealth Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.08M	Buy	41,332 +18,941	+85%	+$953K	﹤0.01%	565
2025 Q3	$1.12M	Sell	22,391 -1,875	-8%	-$92.2K	﹤0.01%	674
2025 Q2	$1.19M	Sell	24,266 -13,197	-35%	-$645K	﹤0.01%	638
2025 Q1	$1.81M	Buy	37,463 +3,380	+10%	+$169K	﹤0.01%	552
2024 Q4	$1.7M	Buy	34,083 +8,140	+31%	+$412K	﹤0.01%	601
2024 Q3	$1.33M	Sell	25,943 -7,938	-23%	-$402K	﹤0.01%	634
2024 Q2	$1.7M	Buy	33,881 +7,960	+31%	+$398K	﹤0.01%	565
2024 Q1	$1.3M	Buy	25,921 +9,163	+55%	+$464K	﹤0.01%	613
2023 Q4	$855K	Buy	+16,758	New	+$822K	﹤0.01%	667
2019 Q4	–	Sell	-96,020	Closed	-$5.15M	–	932
2019 Q3	$5.15M	Buy	+96,020	New	+$5.14M	0.02%	345

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

CIBC Private Wealth Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 85% in Q4 2025, buying an estimated $953K and bringing the position to 41,332 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #565.

CIBC Private Wealth Group first reported a position in VTEB in Q3 2019 and has held it in 10 quarters since. The position peaked at $5.15M in Q3 2019. 1,312 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

CIBC Private Wealth Group held 41,332 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.08M as of Q4 2025.
CIBC Private Wealth Group bought 18,941 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $953K.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #565 holding.
CIBC Private Wealth Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and has held it in 10 quarters since.
CIBC Private Wealth Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.15M in Q3 2019.
1,312 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

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