CIBC Private Wealth Group
VUG icon

CIBC Private Wealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

CIBC Private Wealth Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$20.4M Buy
250,794
+9,684
+4% +$786K 0.03% 281
2025
Q3 		$19.3M Buy
241,110
+3,546
+1% +$271K 0.03% 288
2025
Q2 		$17.4M Sell
237,564
-9,042
-4% -$595K 0.03% 299
2025
Q1 		$13.5M Sell
246,606
-10,176
-4% -$686K 0.03% 299
2024
Q4 		$17.7M Buy
256,782
+2,172
+0.9% +$146K 0.03% 284
2024
Q3 		$16.3M Buy
254,610
+2,916
+1% +$181K 0.03% 294
2024
Q2 		$16.3M Buy
251,694
+2,736
+1% +$160K 0.03% 271
2024
Q1 		$14.3M Sell
248,958
-4,110
-2% -$226K 0.03% 297
2023
Q4 		$13.1M Buy
253,068
+62,448
+33% +$3.01M 0.03% 292
2023
Q3 		$8.65M Sell
190,620
-13,860
-7% -$655K 0.02% 325
2023
Q2 		$9.64M Sell
204,480
-2,388
-1% -$104K 0.02% 326
2023
Q1 		$5.4M Sell
206,868
-30,804
-13% -$1.2M 0.01% 383
2022
Q4 		$4.66M Buy
237,672
+45,504
+24% +$1.67M 0.02% 336
2022
Q3 		$6.85M Buy
192,168
+528
+0.3% +$21.2K 0.02% 341
2022
Q2 		$7.12M Buy
191,640
+7,500
+4% +$308K 0.02% 340
2022
Q1 		$8.83M Sell
184,140
-40,656
-18% -$1.92M 0.02% 338
2021
Q4 		$12M Buy
224,796
+35,616
+19% +$1.86M 0.02% 312
2021
Q3 		$9.15M Sell
189,180
-4,524
-2% -$225K 0.02% 337
2021
Q2 		$9.26M Buy
193,704
+1,308
+0.7% +$59.4K 0.02% 342
2021
Q1 		$8.24M Sell
192,396
-1,128
-0.6% -$48.3K 0.02% 349
2020
Q4 		$8.17M Sell
193,524
-1,728
-0.9% -$69K 0.02% 345
2020
Q3 		$7.36M Buy
195,252
+68,754
+54% +$2.54M 0.02% 329
2020
Q2 		$4.26M Sell
126,498
-65,808
-34% -$2.02M 0.02% 312
2020
Q1 		$5.02M Sell
192,306
-57,786
-23% -$1.73M 0.02% 318
2019
Q4 		$7.59M Sell
250,092
-47,856
-16% -$1.38M 0.02% 319
2019
Q3 		$8.26M Buy
297,948
+2,838
+1% +$78.7K 0.03% 303
2019
Q2 		$8.04M Buy
295,110
+6
+0% +$160 0.03% 316
2019
Q1 		$7.69M Buy
295,104
+3,636
+1% +$89.7K 0.03% 311
2018
Q4 		$6.53M Sell
291,468
-214,074
-42% -$5.19M 0.03% 309
2018
Q3 		$13.6M Buy
505,542
+2,310
+0.5% +$60.4K 0.05% 260
2018
Q2 		$12.6M Buy
503,232
+1,398
+0.3% +$34.3K 0.05% 262
2018
Q1 		$11.9M Sell
501,834
-77,208
-13% -$1.88M 0.05% 268
2017
Q4 		$13.6M Sell
579,042
-182,400
-24% -$4.19M 0.06% 253
2017
Q3 		$16.8M Buy
761,442
+476,280
+167% +$10.4M 0.08% 218
2017
Q2 		$6.04M Sell
285,162
-5,844
-2% -$122K 0.04% 269
2017
Q1 		$5.9M Sell
291,006
-5,238
-2% -$103K 0.04% 270
2016
Q4 		$5.5M Buy
296,244
+12,402
+4% +$229K 0.04% 275
2016
Q3 		$5.31M Buy
283,842
+11,256
+4% +$209K 0.04% 273
2016
Q2 		$4.87M Sell
272,586
-6,684
-2% -$119K 0.04% 275
2016
Q1 		$4.96M Buy
279,270
+16,620
+6% +$279K 0.04% 270
2015
Q4 		$4.66M Buy
262,650
+3,774
+1% +$67.6K 0.04% 265
2015
Q3 		$4.33M Sell
258,876
-26,250
-9% -$465K 0.04% 285
2015
Q2 		$5.09M Buy
285,126
+2,052
+0.7% +$37.3K 0.04% 288
2015
Q1 		$4.93M Sell
283,074
-6,090
-2% -$108K 0.04% 289
2014
Q4 		$5.03M Buy
289,164
+19,974
+7% +$340K 0.04% 282
2014
Q3 		$4.47M Sell
269,190
-15,000
-5% -$250K 0.04% 291
2014
Q2 		$4.68M Hold
284,190
– – 0.04% 282
2014
Q1 		$4.49M Buy
+284,190
New +$4.41M 0.04% 284

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 4% in Q4 2025, buying an estimated $786K and bringing the position to 250,794 shares worth $20.4M. The position accounts for 0.03% of the portfolio, ranked #281.

CIBC Private Wealth Group first reported a position in VUG in Q1 2014 and has held it in 48 quarters since. 2,818 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • CIBC Private Wealth Group held 250,794 shares of Vanguard Morningstar Growth ETF worth $20.4M as of Q4 2025.
  • CIBC Private Wealth Group bought 9,684 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $786K.
  • Vanguard Morningstar Growth ETF made up 0.03% of CIBC Private Wealth Group's portfolio in Q4 2025, its #281 holding.
  • CIBC Private Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2014 and has held it in 48 quarters since.
  • 2,818 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

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