Bank of Montreal
ESGV icon

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
Q2 		$25.4M Buy
191,841
+1,647
+0.9% +$210K 0.01% 823
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 		$22.7M Hold
333,439
– – 0.01% 635
2022
Q2 		$23M 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

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Bank of Montreal's ESGV Position: Q2 2026 in Review

Bank of Montreal increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.87% in Q2 2026, buying an estimated $210K and bringing the position to 191,841 shares worth $25.4M. The position accounts for 0.01% of the portfolio, ranked #823.

Bank of Montreal first reported a position in ESGV in Q2 2019 and has held it in 29 quarters since. The position peaked at $29.5M in Q4 2021. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Bank of Montreal held 191,841 shares of Vanguard ESG US Stock ETF worth $25.4M as of Q2 2026.
  • Bank of Montreal bought 1,647 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $210K.
  • Vanguard ESG US Stock ETF made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #823 holding.
  • Bank of Montreal first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 29 quarters since.
  • Bank of Montreal's Vanguard ESG US Stock ETF position peaked at $29.5M in Q4 2021.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.