CIBC World Market
VBR icon

CIBC World Market’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

CIBC World Market’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.7M Buy
6,981
+228
+3% +$53K ﹤0.01% 893
2026
Q1 		$1.47M Buy
6,753
+280
+4% +$62.6K ﹤0.01% 827
2025
Q4 		$1.37M Buy
6,473
+547
+9% +$115K ﹤0.01% 860
2025
Q3 		$1.24M Buy
5,926
+76
+1% +$15.5K ﹤0.01% 881
2025
Q2 		$1.14M Buy
5,850
+826
+16% +$153K ﹤0.01% 864
2025
Q1 		$936K Buy
5,024
+873
+21% +$172K ﹤0.01% 894
2024
Q4 		$823K Buy
4,151
+248
+6% +$50.9K ﹤0.01% 921
2024
Q3 		$784K Buy
3,903
+21
+0.5% +$4.04K ﹤0.01% 873
2024
Q2 		$709K Buy
3,882
+131
+3% +$24.2K ﹤0.01% 868
2024
Q1 		$720K Buy
3,751
+295
+9% +$53.2K ﹤0.01% 898
2023
Q4 		$622K Buy
3,456
+94
+3% +$15.3K ﹤0.01% 887
2023
Q3 		$536K Buy
3,362
+218
+7% +$36.4K ﹤0.01% 878
2023
Q2 		$520K Buy
3,144
+115
+4% +$18.1K ﹤0.01% 907
2023
Q1 		$481K Sell
3,029
-16
-0.5% -$2.65K ﹤0.01% 933
2022
Q4 		$484K Buy
3,045
+472
+18% +$75.1K ﹤0.01% 931
2022
Q3 		$369K Buy
2,573
+408
+19% +$64.8K ﹤0.01% 958
2022
Q2 		$324K Buy
2,165
+18
+0.8% +$2.95K ﹤0.01% 1003
2022
Q1 		$378K Buy
2,147
+34
+2% +$5.91K ﹤0.01% 1028
2021
Q4 		$378K Sell
2,113
-1,921
-48% -$342K ﹤0.01% 1059
2021
Q3 		$683K Buy
4,034
+65
+2% +$11.1K ﹤0.01% 883
2021
Q2 		$689K Buy
3,969
+429
+12% +$74.3K ﹤0.01% 896
2021
Q1 		$586K Buy
3,540
+94
+3% +$14.8K ﹤0.01% 928
2020
Q4 		$490K Buy
+3,446
New +$445K ﹤0.01% 950
2015
Q3 		– Sell
-25,389
Closed -$2.74M – 959
2015
Q2 		$2.74M Sell
25,389
-1,526
-6% -$167K 0.01% 278
2015
Q1 		$2.94M Sell
26,915
-1,806
-6% -$192K 0.01% 239
2014
Q4 		$3.04M Buy
+28,721
New +$2.96M 0.01% 246

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC World Market's VBR Position: Q2 2026 in Review

CIBC World Market increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.4% in Q2 2026, buying an estimated $53K and bringing the position to 6,981 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #893.

CIBC World Market first reported a position in VBR in Q4 2014 and has held it in 26 quarters since. The position peaked at $3.04M in Q4 2014. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • CIBC World Market held 6,981 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.7M as of Q2 2026.
  • CIBC World Market bought 228 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $53K.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #893 holding.
  • CIBC World Market first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2014 and has held it in 26 quarters since.
  • CIBC World Market's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.04M in Q4 2014.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.