CIBC Private Wealth Group
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CIBC Private Wealth Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

CIBC Private Wealth Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.72M Sell
5,465
-726
-12% -$227K ﹤0.01% 611
2025
Q3 		$1.91M Buy
6,191
+513
+9% +$152K ﹤0.01% 579
2025
Q2 		$1.62M Sell
5,678
-423
-7% -$111K ﹤0.01% 589
2025
Q1 		$1.39M Sell
6,101
-263
-4% -$71.2K ﹤0.01% 596
2024
Q4 		$1.73M Buy
6,364
+500
+9% +$135K ﹤0.01% 597
2024
Q3 		$1.54M Sell
5,864
-2,724
-32% -$691K ﹤0.01% 609
2024
Q2 		$2.19M Sell
8,588
-1,756
-17% -$422K ﹤0.01% 527
2024
Q1 		$2.48M Sell
10,344
-2,475
-19% -$566K ﹤0.01% 504
2023
Q4 		$2.8M Buy
12,819
+317
+3% +$64.8K 0.01% 464
2023
Q3 		$2.45M Buy
12,502
+2,495
+25% +$508K 0.01% 465
2023
Q2 		$2.03M Sell
10,007
-1,832
-15% -$351K ﹤0.01% 500
2023
Q1 		$2.21M Sell
11,839
-463
-4% -$84.3K ﹤0.01% 502
2022
Q4 		$2.14K Buy
12,302
+120
+1% +$21.1K ﹤0.01% 752
2022
Q3 		$1.99M Buy
12,182
+200
+2% +$36.4K 0.01% 484
2022
Q2 		$2.06M Buy
11,982
+110
+0.9% +$20.6K 0.01% 481
2022
Q1 		$2.48M Sell
11,872
-289
-2% -$59.4K 0.01% 483
2021
Q4 		$2.69M Buy
12,161
+7,536
+163% +$1.62M 0.01% 483
2021
Q3 		$929K Sell
4,625
-7,627
-62% -$1.58M ﹤0.01% 638
2021
Q2 		$2.46M Sell
12,252
-14
-0.1% -$2.73K 0.01% 500
2021
Q1 		$2.27M Buy
12,266
+163
+1% +$29.5K 0.01% 518
2020
Q4 		$2.13M Sell
12,103
-18,696
-61% -$3.11M 0.01% 500
2020
Q3 		$4.7M Buy
30,799
+12,870
+72% +$1.98M 0.01% 369
2020
Q2 		$2.56M Sell
17,929
-13,953
-44% -$1.89M 0.01% 357
2020
Q1 		$3.78M Buy
31,882
+6,993
+28% +$982K 0.02% 339
2019
Q4 		$3.68M Buy
24,889
+64
+0.3% +$9.05K 0.01% 382
2019
Q3 		$3.38M Sell
24,825
-77
-0.3% -$10.5K 0.01% 389
2019
Q2 		$3.35M Buy
24,902
+2,548
+11% +$337K 0.01% 404
2019
Q1 		$2.9M Buy
22,354
+15
+0.1% +$1.88K 0.01% 406
2018
Q4 		$2.56M Buy
22,339
+20,004
+857% +$2.48M 0.01% 406
2018
Q3 		$312K Hold
2,335
– – ﹤0.01% 856
2018
Q2 		$291K Hold
2,335
– – ﹤0.01% 863
2018
Q1 		$283K Sell
2,335
-654
-22% -$82.1K ﹤0.01% 873
2017
Q4 		$366K Hold
2,989
– – ﹤0.01% 836
2017
Q3 		$345K Buy
+2,989
New +$338K ﹤0.01% 825

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 12% in Q4 2025, selling an estimated $227K and leaving 5,465 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #611.

CIBC Private Wealth Group first reported a position in VV in Q3 2017 and has held it in 34 quarters since. The position peaked at $4.7M in Q3 2020. 1,332 funds tracked by Wall St. Rank hold VV as of Q4 2025.

  • CIBC Private Wealth Group held 5,465 shares of Vanguard Morningstar Large-Cap ETF worth $1.72M as of Q4 2025.
  • CIBC Private Wealth Group sold 726 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $227K.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #611 holding.
  • CIBC Private Wealth Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2017 and has held it in 34 quarters since.
  • CIBC Private Wealth Group's Vanguard Morningstar Large-Cap ETF position peaked at $4.7M in Q3 2020.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

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