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

Bank of Montreal’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-29
Closed -$2.43K – 3767
2025
Q1 		$2.43K Hold
29
– – ﹤0.01% 3398
2024
Q4 		$2.71K Hold
29
– – ﹤0.01% 3433
2024
Q3 		$2.68K Hold
29
– – ﹤0.01% 3761
2024
Q2 		$2.52K Sell
29
-597
-95% -$50.5K ﹤0.01% 3763
2024
Q1 		$55.4K Buy
626
+401
+178% +$34.2K ﹤0.01% 3426
2023
Q4 		$20.2K Buy
+225
New +$17.7K ﹤0.01% 3722
2021
Q3 		– Sell
-378
Closed -$35K – 3961
2021
Q2 		$35K Buy
+378
New +$34.2K ﹤0.01% 3462

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Bank of Montreal's VIOV Position: Q2 2025 in Review

Bank of Montreal sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2025, closing a stake of 29 shares — an estimated $2.43K sold.

Bank of Montreal first reported a position in VIOV in Q2 2021 and held it in 7 quarters. The position peaked at $55.4K in Q1 2024. 189 funds tracked by Wall St. Rank hold VIOV as of Q2 2025.

  • Bank of Montreal reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 29 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $2.43K.
  • Bank of Montreal first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2021 and held it in 7 quarters.
  • Bank of Montreal's Vanguard S&P Small-Cap 600 Value ETF position peaked at $55.4K in Q1 2024.
  • 189 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.