Bank of Montreal’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Bank of Montreal’s Portfolio VTHR Stock Details VTHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.1K	Sell	136 -12	-8%	-$3.84K	﹤0.01%	3440
2026 Q1	$42.6K	Buy	148 +12	+9%	+$3.61K	﹤0.01%	3329
2025 Q4	$40.8K	Hold	136	–	–	﹤0.01%	3223
2025 Q3	$40K	Hold	136	–	–	﹤0.01%	3169
2025 Q2	$37.1K	Hold	136	–	–	﹤0.01%	3194
2025 Q1	$33.6K	Buy	+136	New	+$35.4K	﹤0.01%	3135
2024 Q1	–	Sell	-20	Closed	-$4K	–	4371
2023 Q4	$4K	Hold	20	–	–	﹤0.01%	3874
2023 Q3	$3.97K	Hold	20	–	–	﹤0.01%	3686
2023 Q2	$3.88K	Hold	20	–	–	﹤0.01%	3865
2023 Q1	$3.59K	Hold	20	–	–	﹤0.01%	3684
2022 Q4	$3.35K	Sell	20 -28,756	-100%	-$4.97M	﹤0.01%	3863
2022 Q3	$5.31M	Buy	28,776 +28,724	+55,238%	+$5.13M	﹤0.01%	1322
2022 Q2	$11K	Buy	+52	New	+$9.58K	﹤0.01%	3849
2021 Q2	–	Sell	-100	Closed	-$19K	–	4933
2021 Q1	$19K	Buy	+100	New	+$18.1K	﹤0.01%	4090
2015 Q4	–	Sell	-290	Closed	-$26K	–	4440
2015 Q3	$26K	Hold	290	–	–	﹤0.01%	3155
2015 Q2	$28K	Sell	290 -115	-28%	-$11.2K	﹤0.01%	3190
2015 Q1	$39K	Hold	405	–	–	﹤0.01%	3026
2014 Q4	$39K	Hold	405	–	–	﹤0.01%	3138
2014 Q3	$37K	Hold	405	–	–	﹤0.01%	3249
2014 Q2	$37K	Buy	+405	New	+$35.7K	﹤0.01%	3338

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bank of Montreal reduced its Vanguard Russell 3000 ETF (VTHR) stake by 8.1% in Q2 2026, selling an estimated $3.84K and leaving 136 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3440.

Bank of Montreal first reported a position in VTHR in Q2 2014 and has held it in 20 quarters since. The position peaked at $5.31M in Q3 2022. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Bank of Montreal held 136 shares of Vanguard Russell 3000 ETF worth $45.1K as of Q2 2026.
Bank of Montreal sold 12 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $3.84K.
Vanguard Russell 3000 ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3440 holding.
Bank of Montreal first reported a position in Vanguard Russell 3000 ETF in Q2 2014 and has held it in 20 quarters since.
Bank of Montreal's Vanguard Russell 3000 ETF position peaked at $5.31M in Q3 2022.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

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