Bank of Montreal
VIOO icon

Bank of Montreal’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Bank of Montreal’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.9K Hold
676
– – ﹤0.01% 3256
2026
Q1 		$77.6K Buy
676
+5
+0.7% +$586 ﹤0.01% 3191
2025
Q4 		$74.4K Buy
671
+1
+0.1% +$111 ﹤0.01% 3114
2025
Q3 		$74K Buy
670
+120
+22% +$12.8K ﹤0.01% 3039
2025
Q2 		$55.7K Buy
550
+72
+15% +$6.88K ﹤0.01% 3116
2025
Q1 		$46.2K Sell
478
-74
-13% -$7.69K ﹤0.01% 3084
2024
Q4 		$58.6K Sell
552
-608
-52% -$67.3K ﹤0.01% 3077
2024
Q3 		$125K Buy
1,160
+1,010
+673% +$105K ﹤0.01% 3185
2024
Q2 		$14.8K Hold
150
– – ﹤0.01% 3612
2024
Q1 		$15.2K Sell
150
-339
-69% -$33K ﹤0.01% 3646
2023
Q4 		$49.3K Buy
489
+137
+39% +$12.2K ﹤0.01% 3566
2023
Q3 		$31.7K Hold
352
– – ﹤0.01% 3507
2023
Q2 		$32.5K Hold
352
– – ﹤0.01% 3667
2023
Q1 		$67.8K Hold
352
– – ﹤0.01% 3319
2022
Q4 		$30.7K Hold
352
– – ﹤0.01% 3626
2022
Q3 		$30K Hold
352
– – ﹤0.01% 3737
2022
Q2 		$31K Hold
352
– – ﹤0.01% 3704
2022
Q1 		$36K Hold
352
– – ﹤0.01% 3840
2021
Q4 		$37K Hold
352
– – ﹤0.01% 3282
2021
Q3 		$36K Buy
+352
New +$35.6K ﹤0.01% 3593
2017
Q4 		– Sell
-72
Closed -$5K – 4342
2017
Q3 		$5K Hold
72
– – ﹤0.01% 3867
2017
Q2 		$5K Sell
72
-11,010
-99% -$692K ﹤0.01% 3876
2017
Q1 		$696K Buy
11,082
+364
+3% +$22.7K ﹤0.01% 1982
2016
Q4 		$652K Buy
+10,718
New +$628K ﹤0.01% 2037

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Bank of Montreal held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 676 shares worth $92.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3256.

Bank of Montreal first reported a position in VIOO in Q4 2016 and has held it in 24 quarters since. The position peaked at $696K in Q1 2017. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Bank of Montreal held 676 shares of Vanguard S&P Small-Cap 600 ETF worth $92.9K as of Q2 2026.
  • Bank of Montreal left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3256 holding.
  • Bank of Montreal first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2016 and has held it in 24 quarters since.
  • Bank of Montreal's Vanguard S&P Small-Cap 600 ETF position peaked at $696K in Q1 2017.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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