CIBC Private Wealth Group
VTWG icon

CIBC Private Wealth Group’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

CIBC Private Wealth Group’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,093
Closed -$227K – 3206
2024
Q3 		$227K Hold
1,093
– – ﹤0.01% 1122
2024
Q2 		$209K Sell
1,093
-45
-4% -$8.5K ﹤0.01% 1082
2024
Q1 		$223K Hold
1,138
– – ﹤0.01% 1076
2023
Q4 		$209K Buy
+1,138
New +$187K ﹤0.01% 1059

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

CIBC Private Wealth Group's VTWG Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2024, closing a stake of 1,093 shares — an estimated $227K sold.

CIBC Private Wealth Group first reported a position in VTWG in Q4 2023 and held it in 4 quarters. The position peaked at $227K in Q3 2024. 164 funds tracked by Wall St. Rank hold VTWG as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,093 Vanguard Russell 2000 Growth ETF shares in Q4 2024, an estimated $227K.
  • CIBC Private Wealth Group first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2023 and held it in 4 quarters.
  • CIBC Private Wealth Group's Vanguard Russell 2000 Growth ETF position peaked at $227K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.