Bank of Montreal
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Bank of Montreal’s US Vegan Climate ETF VEGN Stock Holding History

Bank of Montreal’s Portfolio VEGN Stock Details VEGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3K Hold
125
– – ﹤0.01% 3669
2026
Q1 		$7.06K Hold
125
– – ﹤0.01% 3600
2025
Q4 		$7.6K Hold
125
– – ﹤0.01% 3448
2025
Q3 		$7.43K Hold
125
– – ﹤0.01% 3383
2025
Q2 		$7K Hold
125
– – ﹤0.01% 3379
2025
Q1 		$6.21K Hold
125
– – ﹤0.01% 3343
2024
Q4 		$6.72K Hold
125
– – ﹤0.01% 3374
2024
Q3 		$6.44K Hold
125
– – ﹤0.01% 3695
2024
Q2 		$6.08K Hold
125
– – ﹤0.01% 3700
2024
Q1 		$5.86K Hold
125
– – ﹤0.01% 3722
2023
Q4 		$5.42K Buy
+125
New +$4.98K ﹤0.01% 3845
2023
Q2 		– Sell
-103
Closed -$3.6K – 4316
2023
Q1 		$3.6K Hold
103
– – ﹤0.01% 3683
2022
Q4 		$3.51K Hold
103
– – ﹤0.01% 3860
2022
Q3 		$3 Hold
103
– – ﹤0.01% 3971
2022
Q2 		$4 Buy
103
+15
+17% +$527 ﹤0.01% 3957
2022
Q1 		$4K Hold
88
– – ﹤0.01% 4078
2021
Q4 		$4K Hold
88
– – ﹤0.01% 3431
2021
Q3 		$4K Hold
88
– – ﹤0.01% 3764
2021
Q2 		$3K Buy
+88
New +$3.34K ﹤0.01% 3604

Other funds holding VEGN

NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $168M AUM
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Bank of Montreal held its US Vegan Climate ETF (VEGN) position steady in Q2 2026 at 125 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3669.

Bank of Montreal first reported a position in VEGN in Q2 2021 and has held it in 19 quarters since. 36 funds tracked by Wall St. Rank hold VEGN as of Q2 2026.

  • Bank of Montreal held 125 shares of US Vegan Climate ETF worth $10.3K as of Q2 2026.
  • Bank of Montreal left its US Vegan Climate ETF share count unchanged in Q2 2026.
  • US Vegan Climate ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3669 holding.
  • Bank of Montreal first reported a position in US Vegan Climate ETF in Q2 2021 and has held it in 19 quarters since.
  • 36 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2026.

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