Bank of Montreal
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Bank of Montreal’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bank of Montreal’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.4M Buy
190,194
+693
+0.4% +$82.3K 0.01% 822
2025
Q4 		$22.9M Buy
189,501
+18,957
+11% +$2.27M 0.01% 808
2025
Q3 		$20.2M Sell
170,544
-5,299
-3% -$603K 0.01% 779
2025
Q2 		$19.3M Sell
175,843
-6,414
-4% -$647K 0.01% 739
2025
Q1 		$17.9M Sell
182,257
-1,992
-1% -$208K 0.01% 745
2024
Q4 		$19.3M Sell
184,249
-3,400
-2% -$357K 0.01% 757
2024
Q3 		$19M Sell
187,649
-10,423
-5% -$1.02M 0.01% 806
2024
Q2 		$19.2M Sell
198,072
-18,787
-9% -$1.74M 0.01% 779
2024
Q1 		$20.2M Sell
216,859
-5,353
-2% -$476K 0.01% 735
2023
Q4 		$19M Sell
222,212
-34,104
-13% -$2.69M 0.01% 801
2023
Q3 		$20.3M Sell
256,316
-11,403
-4% -$895K 0.01% 711
2023
Q2 		$21M Sell
267,719
-510
-0.2% -$37.6K 0.01% 725
2023
Q1 		$19.3M Sell
268,229
-593
-0.2% -$41.3K 0.01% 699
2022
Q4 		$17.8M Sell
268,822
-64,617
-19% -$4.31M 0.01% 735
2022
Q3 		$22.7K Hold
333,439
– – 0.01% 635
2022
Q2 		$23K Buy
333,439
+102
+0% +$7.37K 0.01% 699
2022
Q1 		$27.6M Buy
333,337
+25
+0% +$2.01K 0.01% 674
2021
Q4 		$29.5M Buy
333,312
+20,115
+6% +$1.72M 0.02% 607
2021
Q3 		$26.2M Buy
313,197
+36,979
+13% +$3.05M 0.01% 799
2021
Q2 		$22.1M Buy
276,218
+273,962
+12,144% +$21.3M 0.01% 848
2021
Q1 		$172K Buy
2,256
+1,043
+86% +$75.5K ﹤0.01% 3179
2020
Q4 		$86K Buy
1,213
+22
+2% +$1.45K ﹤0.01% 3666
2020
Q3 		$74K Sell
1,191
-27
-2% -$1.64K ﹤0.01% 3242
2020
Q2 		$70K Buy
1,218
+313
+35% +$16.5K ﹤0.01% 3256
2020
Q1 		$40K Sell
905
-201,498
-100% -$10.9M ﹤0.01% 2981
2019
Q4 		$11.4M Buy
202,403
+1,713
+0.9% +$92.5K 0.01% 914
2019
Q3 		$10.4M Hold
200,690
– – 0.01% 866
2019
Q2 		$10.3M Buy
+200,690
New +$10.1M 0.01% 885

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal's ESGV Position: Q1 2026 in Review

Bank of Montreal increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.37% in Q1 2026, buying an estimated $82.3K and bringing the position to 190,194 shares worth $21.4M. The position accounts for 0.01% of the portfolio, ranked #822.

Bank of Montreal first reported a position in ESGV in Q2 2019 and has held it in 28 quarters since. The position peaked at $29.5M in Q4 2021. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Bank of Montreal held 190,194 shares of Vanguard ESG US Stock ETF worth $21.4M as of Q1 2026.
  • Bank of Montreal bought 693 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $82.3K.
  • Vanguard ESG US Stock ETF made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #822 holding.
  • Bank of Montreal first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 28 quarters since.
  • Bank of Montreal's Vanguard ESG US Stock ETF position peaked at $29.5M in Q4 2021.
  • 677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.