CIBC Private Wealth Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$136M	Buy	404,365 +25,310	+7%	+$8.42M	0.23%	108
2025 Q3	$124M	Buy	379,055 +1,232	+0.3%	+$389K	0.21%	117
2025 Q2	$115M	Buy	377,823 +15,657	+4%	+$4.4M	0.21%	118
2025 Q1	$88.3M	Buy	362,166 +15,299	+4%	+$4.44M	0.19%	122
2024 Q4	$101M	Buy	346,867 +1,069	+0.3%	+$312K	0.18%	120
2024 Q3	$97.9M	Buy	345,798 +147,179	+74%	+$40.1M	0.18%	124
2024 Q2	$54.1M	Sell	198,619 -9,632	-5%	-$2.49M	0.1%	166
2024 Q1	$54.1M	Buy	208,251 +7,423	+4%	+$1.84M	0.11%	163
2023 Q4	$47.6M	Buy	200,828 +11,644	+6%	+$2.57M	0.1%	169
2023 Q3	$40.2M	Sell	189,184 -140,759	-43%	-$31.2M	0.1%	169
2023 Q2	$72.7M	Sell	329,943 -186	-0.1%	-$38.8K	0.16%	131
2023 Q1	$22.4M	Sell	330,129 -27,098	-8%	-$5.42M	0.05%	236
2022 Q4	$56.8M	Buy	357,227 +8,901	+3%	+$1.72M	0.19%	94
2022 Q3	$62.5M	Sell	348,326 -2,192	-0.6%	-$437K	0.17%	125
2022 Q2	$66.1M	Buy	350,518 +58,325	+20%	+$12M	0.17%	128
2022 Q1	$66.5M	Sell	292,193 -3,024	-1%	-$680K	0.15%	135
2021 Q4	$71.3M	Buy	295,217 +21,595	+8%	+$5.1M	0.15%	132
2021 Q3	$60.8M	Sell	273,622 -4,942	-2%	-$1.13M	0.14%	137
2021 Q2	$62.1M	Buy	278,564 +6,178	+2%	+$1.34M	0.14%	136
2021 Q1	$56.3M	Sell	272,386 -11,190	-4%	-$2.26M	0.14%	142
2020 Q4	$55.2M	Buy	283,576 +11,069	+4%	+$2.02M	0.15%	134
2020 Q3	$46.2M	Buy	272,507 +54,699	+25%	+$9.2M	0.14%	131
2020 Q2	$34.1M	Sell	217,808 -48,184	-18%	-$7.11M	0.17%	99
2020 Q1	$34.3M	Sell	265,992 -48,327	-15%	-$7.47M	0.15%	131
2019 Q4	$51.4M	Buy	314,319 +6,577	+2%	+$1.03M	0.17%	123
2019 Q3	$46.5M	Buy	307,742 +11,657	+4%	+$1.76M	0.16%	129
2019 Q2	$44.4M	Sell	296,085 -2,886	-1%	-$425K	0.16%	140
2019 Q1	$43.3M	Sell	298,971 -1,449	-0.5%	-$202K	0.17%	140
2018 Q4	$38.3M	Buy	300,420 +11,714	+4%	+$1.62M	0.17%	137
2018 Q3	$43.2M	Sell	288,706 -7,680	-3%	-$1.13M	0.16%	145
2018 Q2	$41.6M	Buy	296,386 +13,216	+5%	+$1.84M	0.17%	140
2018 Q1	$38.4M	Sell	283,170 -1,849	-0.6%	-$259K	0.17%	146
2017 Q4	$39.1M	Sell	285,019 -2,218	-0.8%	-$297K	0.17%	149
2017 Q3	$37.2M	Buy	287,237 +23,430	+9%	+$2.97M	0.17%	146
2017 Q2	$32.8M	Sell	263,807 -28,714	-10%	-$3.54M	0.21%	105
2017 Q1	$35.5M	Sell	292,521 -19,133	-6%	-$2.29M	0.22%	106
2016 Q4	$35.9M	Buy	311,654 +5,430	+2%	+$611K	0.24%	103
2016 Q3	$34.1M	Sell	306,224 -26,302	-8%	-$2.92M	0.24%	100
2016 Q2	$35.6M	Sell	332,526 -5,863	-2%	-$621K	0.26%	98
2016 Q1	$35.5M	Sell	338,389 -206,227	-38%	-$20.4M	0.27%	89
2015 Q4	$56.8M	Buy	544,616 +52,831	+11%	+$5.56M	0.44%	70
2015 Q3	$48.5M	Sell	491,785 -6,053	-1%	-$635K	0.4%	74
2015 Q2	$53.3M	Sell	497,838 -212,327	-30%	-$23.2M	0.39%	76
2015 Q1	$76.2M	Sell	710,165 -5,143	-0.7%	-$549K	0.56%	60
2014 Q4	$75.8M	Sell	715,308 -4,222	-0.6%	-$437K	0.58%	56
2014 Q3	$72.8M	Sell	719,530 -16,067	-2%	-$1.64M	0.57%	58
2014 Q2	$74.9M	Buy	735,597 +17,091	+2%	+$1.68M	0.61%	52
2014 Q1	$70.8M	Buy	+718,506	New	+$68.8M	0.6%	49

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

CIBC Private Wealth Group increased its Vanguard Total Stock Market ETF (VTI) stake by 6.7% in Q4 2025, buying an estimated $8.42M and bringing the position to 404,365 shares worth $136M. The position accounts for 0.23% of the portfolio, ranked #108.

CIBC Private Wealth Group first reported a position in VTI in Q1 2014 and has held it in 48 quarters since. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

CIBC Private Wealth Group held 404,365 shares of Vanguard Total Stock Market ETF worth $136M as of Q4 2025.
CIBC Private Wealth Group bought 25,310 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $8.42M.
Vanguard Total Stock Market ETF made up 0.23% of CIBC Private Wealth Group's portfolio in Q4 2025, its #108 holding.
CIBC Private Wealth Group first reported a position in Vanguard Total Stock Market ETF in Q1 2014 and has held it in 48 quarters since.
3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

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