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 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	$5.31K	Buy	28,776 +28,724	+55,238%	+$5.13M	﹤0.01%	1322
2022 Q2	$11	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 $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Bank of Montreal increased its Vanguard Russell 3000 ETF (VTHR) stake by 8.8% in Q1 2026, buying an estimated $3.61K and bringing the position to 148 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3329.

Bank of Montreal first reported a position in VTHR in Q2 2014 and has held it in 19 quarters since. 234 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

Bank of Montreal held 148 shares of Vanguard Russell 3000 ETF worth $42.6K as of Q1 2026.
Bank of Montreal bought 12 Vanguard Russell 3000 ETF shares in Q1 2026, an estimated $3.61K.
Vanguard Russell 3000 ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3329 holding.
Bank of Montreal first reported a position in Vanguard Russell 3000 ETF in Q2 2014 and has held it in 19 quarters since.
234 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

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