CIBC Private Wealth Group
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CIBC Private Wealth Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

CIBC Private Wealth Group’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$132K Hold
1,298
– – ﹤0.01% 1384
2025
Q3 		$132K Hold
1,298
– – ﹤0.01% 1361
2025
Q2 		$131K Buy
1,298
+1,098
+549% +$110K ﹤0.01% 1284
2025
Q1 		$19.9K Hold
200
– – ﹤0.01% 1993
2024
Q4 		$20.1K Hold
200
– – ﹤0.01% 2058
2024
Q3 		$20.3K Hold
200
– – ﹤0.01% 2154
2024
Q2 		$20K Hold
200
– – ﹤0.01% 2028
2024
Q1 		$20.1K Buy
+200
New +$20.2K ﹤0.01% 2046

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

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

CIBC Private Wealth Group held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q4 2025 at 1,298 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

CIBC Private Wealth Group first reported a position in VTES in Q1 2024 and has held it in 8 quarters since. The position peaked at $132K in Q3 2025. 240 funds tracked by Wall St. Rank hold VTES as of Q4 2025.

  • CIBC Private Wealth Group held 1,298 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $132K as of Q4 2025.
  • CIBC Private Wealth Group left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q4 2025.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1384 holding.
  • CIBC Private Wealth Group first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $132K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2025.

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