Bank of Montreal’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $283M | Sell |
3,516,510
-3,050
| -0.1% | -$236K | 0.09% | 172 |
|
|
2026
Q1 | $253M | Sell |
3,519,560
-247,696
| -7% | -$18.4M | 0.09% | 178 |
|
|
2025
Q4 | $273M | Buy |
3,767,256
+719,808
| +24% | +$52.4M | 0.09% | 172 |
|
|
2025
Q3 | $224M | Buy |
3,047,448
+330,156
| +12% | +$23.7M | 0.09% | 174 |
|
|
2025
Q2 | $190M | Buy |
2,717,292
+99,480
| +4% | +$6.53M | 0.09% | 162 |
|
|
2025
Q1 | $169M | Buy |
2,617,812
+213,320
| +9% | +$14.3M | 0.08% | 175 |
|
|
2024
Q4 | $159M | Buy |
2,404,492
+440,428
| +22% | +$29.9M | 0.07% | 203 |
|
|
2024
Q3 | $129M | Buy |
1,964,064
+69,804
| +4% | +$4.38M | 0.06% | 248 |
|
|
2024
Q2 | $116M | Buy |
1,894,260
+23,608
| +1% | +$1.43M | 0.03% | 266 |
|
|
2024
Q1 | $117M | Buy |
1,870,652
+32,056
| +2% | +$1.89M | 0.04% | 268 |
|
|
2023
Q4 | $108M | Buy |
1,838,596
+594,168
| +48% | +$31.7M | 0.03% | 285 |
|
|
2023
Q3 | $67.7M | Buy |
1,244,428
+83,488
| +7% | +$4.58M | 0.02% | 339 |
|
|
2023
Q2 | $64M | Sell |
1,160,940
-34,912
| -3% | -$1.83M | 0.02% | 337 |
|
|
2023
Q1 | $63.1M | Buy |
1,195,852
+73,236
| +7% | +$3.9M | 0.03% | 320 |
|
|
2022
Q4 | $59.2M | Buy |
1,122,616
+293,904
| +35% | +$15M | 0.03% | 342 |
|
|
2022
Q3 | $42.5K | Sell |
828,712
-31,908
| -4% | -$1.67M | 0.02% | 416 |
|
|
2022
Q2 | $43.8K | Buy |
860,620
+188,356
| +28% | +$10.2M | 0.02% | 464 |
|
|
2022
Q1 | $40.7M | Buy |
672,264
+49,940
| +8% | +$2.93M | 0.02% | 542 |
|
|
2021
Q4 | $39.8M | Buy |
622,324
+96,784
| +18% | +$6.07M | 0.02% | 507 |
|
|
2021
Q3 | $32.3M | Sell |
525,540
-494,480
| -48% | -$29.9M | 0.01% | 716 |
|
|
2021
Q2 | $60.7M | Buy |
1,020,020
+449,456
| +79% | +$26M | 0.03% | 450 |
|
|
2021
Q1 | $32.4M | Sell |
570,564
-2,548,220
| -82% | -$138M | 0.02% | 536 |
|
|
2020
Q4 | $166M | Buy |
3,118,784
+753,640
| +32% | +$36.5M | 0.11% | 157 |
|
|
2020
Q3 | $106M | Buy |
2,365,144
+6,224
| +0.3% | +$271K | 0.09% | 186 |
|
|
2020
Q2 | $97.3M | Buy |
2,358,920
+2,347,116
| +19,884% | +$89.9M | 0.09% | 192 |
|
|
2020
Q1 | $374K | Sell |
11,804
-7,196
| -38% | -$298K | ﹤0.01% | 2104 |
|
|
2019
Q4 | $846K | Buy |
19,000
+1,284
| +7% | +$55.1K | ﹤0.01% | 2373 |
|
|
2019
Q3 | $742K | Sell |
17,716
-266,508
| -94% | -$11.1M | ﹤0.01% | 2217 |
|
|
2019
Q2 | $11.9M | Sell |
284,224
-2,134,876
| -88% | -$87.4M | 0.01% | 822 |
|
|
2019
Q1 | $97.2M | Sell |
2,419,100
-68,636
| -3% | -$2.64M | 0.08% | 211 |
|
|
2018
Q4 | $85.9M | Buy |
2,487,736
+108,224
| +5% | +$4.06M | 0.08% | 212 |
|
|
2018
Q3 | $97.7M | Sell |
2,379,512
-59,292
| -2% | -$2.42M | 0.08% | 236 |
|
|
2018
Q2 | $96.1M | Buy |
2,438,804
+2,294,344
| +1,588% | +$90.1M | 0.08% | 232 |
|
|
2018
Q1 | $5.57M | Sell |
144,460
-55,504
| -28% | -$2.19M | 0.01% | 1104 |
|
|
2017
Q4 | $7.74M | Sell |
199,964
-2,254,564
| -92% | -$85.1M | 0.01% | 954 |
|
|
2017
Q3 | $90.2M | Buy |
2,454,528
+2,306,124
| +1,554% | +$83.2M | 0.08% | 218 |
|
|
2017
Q2 | $5.29M | Sell |
148,404
-2,276
| -2% | -$80.4K | 0.01% | 1132 |
|
|
2017
Q1 | $5.25M | Sell |
150,680
-2,080,048
| -93% | -$71.5M | 0.01% | 1047 |
|
|
2016
Q4 | $73.3M | Buy |
2,230,728
+97,492
| +5% | +$3.16M | 0.08% | 215 |
|
|
2016
Q3 | $69M | Buy |
2,133,236
+1,956,904
| +1,110% | +$62.8M | 0.08% | 213 |
|
|
2016
Q2 | $5.45M | Buy |
176,332
+24,484
| +16% | +$748K | 0.01% | 1069 |
|
|
2016
Q1 | $4.6M | Sell |
151,848
-6,288
| -4% | -$178K | ﹤0.01% | 1070 |
|
|
2015
Q4 | $4.75M | Buy |
158,136
+3,980
| +3% | +$121K | 0.01% | 1018 |
|
|
2015
Q3 | $4.5M | Sell |
154,156
-11,400
| -7% | -$355K | 0.01% | 989 |
|
|
2015
Q2 | $5.28M | Buy |
165,556
+18,364
| +12% | +$596K | 0.01% | 1040 |
|
|
2015
Q1 | $4.88M | Buy |
147,192
+33,932
| +30% | +$1.07M | 0.01% | 1061 |
|
|
2014
Q4 | $3.5M | Buy |
113,260
+10,380
| +10% | +$313K | ﹤0.01% | 1176 |
|
|
2014
Q3 | $3.02M | Buy |
102,880
+1,976
| +2% | +$58.7K | ﹤0.01% | 1294 |
|
|
2014
Q2 | $2.99M | Buy |
100,904
+11,884
| +13% | +$339K | ﹤0.01% | 1288 |
|
|
2014
Q1 | $2.53M | Buy |
89,020
+23,116
| +35% | +$641K | ﹤0.01% | 1230 |
|
|
2013
Q4 | $1.81M | Buy |
65,904
+13,052
| +25% | +$348K | ﹤0.01% | 1224 |
|
|
2013
Q3 | $1.35M | Sell |
52,852
-316
| -0.6% | -$7.93K | ﹤0.01% | 1315 |
|
|
2013
Q2 | $1.26M | Buy |
+53,168
| New | +$1.26M | ﹤0.01% | 1292 |
|
Other funds holding VO
CBU
Bank of Montreal's VO Position: Q2 2026 in Review
Bank of Montreal reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.09% in Q2 2026, selling an estimated $236K and leaving 3,516,510 shares worth $283M. The position accounts for 0.09% of the portfolio, ranked #172.
Bank of Montreal first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 2,229 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Bank of Montreal held 3,516,510 shares of Vanguard Morningstar Mid-Cap ETF worth $283M as of Q2 2026.
- Bank of Montreal sold 3,050 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $236K.
- Vanguard Morningstar Mid-Cap ETF made up 0.09% of Bank of Montreal's portfolio in Q2 2026, its #172 holding.
- Bank of Montreal first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,229 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.