CIBC Private Wealth Group’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,000	Closed	-$114K	–	1722
2018 Q2	$114K	Hold	1,000	–	–	﹤0.01%	1005
2018 Q1	$106K	Buy	+1,000	New	+$109K	﹤0.01%	1005

Other funds holding VTWV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Private Wealth Group's VTWV Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q3 2018, closing a stake of 1,000 shares — an estimated $114K sold.

CIBC Private Wealth Group first reported a position in VTWV in Q1 2018 and held it in 2 quarters. The position peaked at $114K in Q2 2018. 56 funds tracked by Wall St. Rank hold VTWV as of Q3 2018.

CIBC Private Wealth Group reported no remaining Vanguard Russell 2000 Value ETF position as of Q3 2018 after selling out during the quarter.
CIBC Private Wealth Group sold 1,000 Vanguard Russell 2000 Value ETF shares in Q3 2018, an estimated $114K.
CIBC Private Wealth Group first reported a position in Vanguard Russell 2000 Value ETF in Q1 2018 and held it in 2 quarters.
CIBC Private Wealth Group's Vanguard Russell 2000 Value ETF position peaked at $114K in Q2 2018.
56 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.