Bank of Montreal
VFMV icon

Bank of Montreal’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Bank of Montreal’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$507K Sell
3,641
-246
-6% -$34.2K ﹤0.01% 2460
2026
Q1 		$518K Buy
3,887
+496
+15% +$67K ﹤0.01% 2379
2025
Q4 		$442K Buy
3,391
+340
+11% +$44.4K ﹤0.01% 2368
2025
Q3 		$401K Hold
3,051
– – ﹤0.01% 2381
2025
Q2 		$391K Buy
3,051
+451
+17% +$56.2K ﹤0.01% 2426
2025
Q1 		$330K Buy
2,600
+1,162
+81% +$145K ﹤0.01% 2450
2024
Q4 		$173K Buy
1,438
+842
+141% +$104K ﹤0.01% 2806
2024
Q3 		$72.2K Buy
+596
New +$70.4K ﹤0.01% 3328
2024
Q1 		– Sell
-123
Closed -$12.9K – 4359
2023
Q4 		$12.9K Sell
123
-17
-12% -$1.7K ﹤0.01% 3772
2023
Q3 		$14.1K Buy
+140
New +$13.9K ﹤0.01% 3600
2022
Q4 		– Sell
-100
Closed -$10 – 4308
2022
Q3 		$10 Buy
+100
New +$9.79K ﹤0.01% 3872
2021
Q2 		– Sell
-100
Closed -$10K – 4911
2021
Q1 		$10K Buy
+100
New +$9.18K ﹤0.01% 4385

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

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

Bank of Montreal reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 6.3% in Q2 2026, selling an estimated $34.2K and leaving 3,641 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Bank of Montreal first reported a position in VFMV in Q1 2021 and has held it in 12 quarters since. The position peaked at $518K in Q1 2026. 86 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Bank of Montreal held 3,641 shares of Vanguard US Minimum Volatility ETF worth $507K as of Q2 2026.
  • Bank of Montreal sold 246 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $34.2K.
  • Vanguard US Minimum Volatility ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2460 holding.
  • Bank of Montreal first reported a position in Vanguard US Minimum Volatility ETF in Q1 2021 and has held it in 12 quarters since.
  • Bank of Montreal's Vanguard US Minimum Volatility ETF position peaked at $518K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

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