Bank of Montreal’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4M Buy
85,195
+2,747
+3% +$130K ﹤0.01% 1396
2025
Q4
$3.88M Sell
82,448
-368
-0.4% -$17.3K ﹤0.01% 1418
2025
Q3
$3.89M Buy
82,816
+5,604
+7% +$260K ﹤0.01% 1404
2025
Q2
$3.58M Buy
77,212
+550
+0.7% +$25.2K ﹤0.01% 1379
2025
Q1
$3.55M Buy
76,662
+2,406
+3% +$110K ﹤0.01% 1297
2024
Q4
$3.37M Sell
74,256
-49,959
-40% -$2.3M ﹤0.01% 1356
2024
Q3
$5.88M Buy
124,215
+58,236
+88% +$2.71M ﹤0.01% 1245
2024
Q2
$3.02M Sell
65,979
-8,440
-11% -$380K ﹤0.01% 1479
2024
Q1
$3.4M Buy
74,419
+3,453
+5% +$157K ﹤0.01% 1382
2023
Q4
$3.3M Sell
70,966
-4,833
-6% -$214K ﹤0.01% 1458
2023
Q3
$3.4M Sell
75,799
-4,428
-6% -$199K ﹤0.01% 1447
2023
Q2
$3.7M Sell
80,227
-6,980
-8% -$323K ﹤0.01% 1482
2023
Q1
$4.08M Buy
87,207
+2,410
+3% +$112K ﹤0.01% 1320
2022
Q4
$3.92M Sell
84,797
-3,877
-4% -$176K ﹤0.01% 1426
2022
Q3
$4.12K Buy
88,674
+8,444
+11% +$402K ﹤0.01% 1444
2022
Q2
$3.79K Buy
80,230
+12,491
+18% +$602K ﹤0.01% 1564
2022
Q1
$3.39M Sell
67,739
-1,111
-2% -$57K ﹤0.01% 1650
2021
Q4
$3.64M Sell
68,850
-8,661
-11% -$459K ﹤0.01% 1346
2021
Q3
$4.15M Buy
77,511
+8,692
+13% +$465K ﹤0.01% 1724
2021
Q2
$3.67M Buy
68,819
+37,046
+117% +$1.98M ﹤0.01% 1757
2021
Q1
$1.7M Sell
31,773
-119,266
-79% -$6.42M ﹤0.01% 1866
2020
Q4
$8.16M Buy
151,039
+30,226
+25% +$1.64M 0.01% 1130
2020
Q3
$6.55M Buy
120,813
+10,964
+10% +$596K 0.01% 1057
2020
Q2
$5.98M Buy
109,849
+5,017
+5% +$273K 0.01% 1087
2020
Q1
$5.71M Sell
104,832
-501
-0.5% -$26.8K 0.01% 930
2019
Q4
$5.6M Buy
105,333
+21,887
+26% +$1.16M ﹤0.01% 1280
2019
Q3
$4.44M Buy
83,446
+24,548
+42% +$1.3M ﹤0.01% 1263
2019
Q2
$3.11M Buy
58,898
+17,042
+41% +$892K ﹤0.01% 1442
2019
Q1
$2.19M Buy
41,856
+12,012
+40% +$622K ﹤0.01% 1620
2018
Q4
$1.54M Buy
29,844
+976
+3% +$49.5K ﹤0.01% 1664
2018
Q3
$1.47M Buy
28,868
+689
+2% +$35.3K ﹤0.01% 1824
2018
Q2
$1.45M Sell
28,179
-7,080
-20% -$363K ﹤0.01% 1804
2018
Q1
$1.82M Sell
35,259
-195,789
-85% -$10.1M ﹤0.01% 1603
2017
Q4
$12.1M Buy
231,048
+174,323
+307% +$9.18M 0.01% 789
2017
Q3
$2.99M Sell
56,725
-8,137
-13% -$430K ﹤0.01% 1409
2017
Q2
$3.42M Buy
64,862
+6,393
+11% +$337K ﹤0.01% 1345
2017
Q1
$3.07M Buy
58,469
+9,770
+20% +$511K ﹤0.01% 1296
2016
Q4
$2.56M Buy
48,699
+39,392
+423% +$2.09M ﹤0.01% 1417
2016
Q3
$503K Buy
9,307
+762
+9% +$41K ﹤0.01% 2083
2016
Q2
$460K Buy
+8,545
New +$457K ﹤0.01% 2141
2016
Q1
Sell
-752
Closed -$40K 4409
2015
Q4
$40K Buy
+752
New +$39.9K ﹤0.01% 3121

Other funds holding VMBS

Bank of Montreal's VMBS Position: Q1 2026 in Review

Bank of Montreal increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3.3% in Q1 2026, buying an estimated $130K and bringing the position to 85,195 shares worth $4M. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Bank of Montreal first reported a position in VMBS in Q4 2015 and has held it in 41 quarters since. The position peaked at $12.1M in Q4 2017. 707 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Bank of Montreal held 85,195 shares of Vanguard Mortgage-Backed Securities ETF worth $4M as of Q1 2026.
  • Bank of Montreal bought 2,747 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $130K.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1396 holding.
  • Bank of Montreal first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2015 and has held it in 41 quarters since.
  • Bank of Montreal's Vanguard Mortgage-Backed Securities ETF position peaked at $12.1M in Q4 2017.
  • 707 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.