Bank of Montreal’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $806M | Sell |
1,349,585
-138,820
| -9% | -$86.8M | 0.3% | 69 |
|
|
2025
Q4 | $933M | Sell |
1,488,405
-36,584
| -2% | -$22.7M | 0.32% | 64 |
|
|
2025
Q3 | $934M | Buy |
1,524,989
+165,297
| +12% | +$97.4M | 0.36% | 61 |
|
|
2025
Q2 | $772M | Buy |
1,359,692
+99,857
| +8% | +$52.5M | 0.36% | 56 |
|
|
2025
Q1 | $647M | Sell |
1,259,835
-212,271
| -14% | -$115M | 0.31% | 64 |
|
|
2024
Q4 | $793M | Buy |
1,472,106
+438,892
| +42% | +$238M | 0.37% | 53 |
|
|
2024
Q3 | $543M | Buy |
1,033,214
+57,852
| +6% | +$29.4M | 0.24% | 82 |
|
|
2024
Q2 | $491M | Buy |
975,362
+201,278
| +26% | +$96.9M | 0.14% | 89 |
|
|
2024
Q1 | $372M | Sell |
774,084
-55,359
| -7% | -$25.3M | 0.11% | 112 |
|
|
2023
Q4 | $363M | Buy |
829,443
+98,842
| +14% | +$40.5M | 0.11% | 112 |
|
|
2023
Q3 | $299M | Buy |
730,601
+28,219
| +4% | +$11.5M | 0.1% | 121 |
|
|
2023
Q2 | $287M | Sell |
702,382
-13,216
| -2% | -$5.1M | 0.1% | 115 |
|
|
2023
Q1 | $269M | Sell |
715,598
-205,713
| -22% | -$75.4M | 0.11% | 113 |
|
|
2022
Q4 | $325M | Buy |
921,311
+394,146
| +75% | +$139M | 0.14% | 103 |
|
|
2022
Q3 | $197K | Buy |
527,165
+46,996
| +10% | +$17.2M | 0.09% | 136 |
|
|
2022
Q2 | $174K | Buy |
480,169
+418
| +0.1% | +$157K | 0.08% | 157 |
|
|
2022
Q1 | $203M | Sell |
479,751
-96,066
| -17% | -$39.3M | 0.1% | 156 |
|
|
2021
Q4 | $253M | Sell |
575,817
-30,171
| -5% | -$12.7M | 0.13% | 129 |
|
|
2021
Q3 | $244M | Sell |
605,988
-2,412
| -0.4% | -$979K | 0.11% | 161 |
|
|
2021
Q2 | $239M | Buy |
608,400
+379,303
| +166% | +$146M | 0.12% | 146 |
|
|
2021
Q1 | $86M | Sell |
229,097
-1,098,776
| -83% | -$390M | 0.06% | 286 |
|
|
2020
Q4 | $462M | Buy |
1,327,873
+50,908
| +4% | +$16.6M | 0.31% | 72 |
|
|
2020
Q3 | $393M | Buy |
1,276,965
+124,429
| +11% | +$37.9M | 0.33% | 63 |
|
|
2020
Q2 | $333M | Buy |
1,152,536
+217,434
| +23% | +$58.5M | 0.3% | 73 |
|
|
2020
Q1 | $216M | Buy |
935,102
+430,078
| +85% | +$120M | 0.25% | 80 |
|
|
2019
Q4 | $149M | Sell |
505,024
-70,907
| -12% | -$20.1M | 0.11% | 170 |
|
|
2019
Q3 | $157M | Buy |
575,931
+153,757
| +36% | +$41.7M | 0.14% | 138 |
|
|
2019
Q2 | $114M | Buy |
422,174
+2,207
| +0.5% | +$584K | 0.1% | 184 |
|
|
2019
Q1 | $109M | Buy |
419,967
+22,149
| +6% | +$5.53M | 0.09% | 193 |
|
|
2018
Q4 | $91.4M | Buy |
397,818
+8,934
| +2% | +$2.21M | 0.09% | 203 |
|
|
2018
Q3 | $104M | Sell |
388,884
-11,305
| -3% | -$2.96M | 0.08% | 227 |
|
|
2018
Q2 | $99.9M | Buy |
400,189
+63,319
| +19% | +$15.7M | 0.08% | 223 |
|
|
2018
Q1 | $81.5M | Sell |
336,870
-10,426
| -3% | -$2.62M | 0.07% | 252 |
|
|
2017
Q4 | $85.2M | Sell |
347,296
-32,716
| -9% | -$7.82M | 0.07% | 247 |
|
|
2017
Q3 | $87.7M | Buy |
380,012
+7,640
| +2% | +$1.73M | 0.08% | 223 |
|
|
2017
Q2 | $82.7M | Buy |
372,372
+7,381
| +2% | +$1.62M | 0.08% | 227 |
|
|
2017
Q1 | $79M | Sell |
364,991
-20,390
| -5% | -$4.35M | 0.07% | 217 |
|
|
2016
Q4 | $78M | Buy |
385,381
+240,472
| +166% | +$48.3M | 0.08% | 202 |
|
|
2016
Q3 | $28.8M | Buy |
144,909
+21,594
| +18% | +$4.28M | 0.03% | 441 |
|
|
2016
Q2 | $23.7M | Buy |
123,315
+10,610
| +9% | +$2.02M | 0.03% | 490 |
|
|
2016
Q1 | $21.3M | Sell |
112,705
-7,772
| -6% | -$1.39M | 0.02% | 472 |
|
|
2015
Q4 | $22.5M | Buy |
120,477
+13,942
| +13% | +$2.63M | 0.03% | 438 |
|
|
2015
Q3 | $18.7M | Buy |
106,535
+804
| +0.8% | +$150K | 0.03% | 478 |
|
|
2015
Q2 | $20M | Sell |
105,731
-37,189
| -26% | -$7.17M | 0.02% | 522 |
|
|
2015
Q1 | $27M | Buy |
142,920
+19,038
| +15% | +$3.6M | 0.03% | 420 |
|
|
2014
Q4 | $23.3M | Buy |
123,882
+19,010
| +18% | +$3.5M | 0.03% | 431 |
|
|
2014
Q3 | $18.9M | Sell |
104,872
-7,188
| -6% | -$1.3M | 0.02% | 529 |
|
|
2014
Q2 | $20.1M | Buy |
112,060
+5,507
| +5% | +$960K | 0.02% | 491 |
|
|
2014
Q1 | $18.3M | Buy |
106,553
+1,374
| +1% | +$231K | 0.02% | 452 |
|
|
2013
Q4 | $17.8M | Sell |
105,179
-709
| -0.7% | -$115K | 0.02% | 414 |
|
|
2013
Q3 | $16.3M | Buy |
105,888
+31,840
| +43% | +$4.89M | 0.03% | 383 |
|
|
2013
Q2 | $10.9M | Buy |
+74,048
| New | +$10.9M | 0.02% | 468 |
|
Other funds holding VOO
VGA
AA
Bank of Montreal's VOO Position: Q1 2026 in Review
Bank of Montreal reduced its Vanguard S&P 500 ETF (VOO) stake by 9.3% in Q1 2026, selling an estimated $86.8M and leaving 1,349,585 shares worth $806M. The position accounts for 0.3% of the portfolio, ranked #69.
Bank of Montreal first reported a position in VOO in Q2 2013 and has held it in 52 quarters since. The position peaked at $934M in Q3 2025. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Bank of Montreal held 1,349,585 shares of Vanguard S&P 500 ETF worth $806M as of Q1 2026.
- Bank of Montreal sold 138,820 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $86.8M.
- Vanguard S&P 500 ETF made up 0.3% of Bank of Montreal's portfolio in Q1 2026, its #69 holding.
- Bank of Montreal first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Vanguard S&P 500 ETF position peaked at $934M in Q3 2025.
- 3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.