Bank of Montreal
VTI icon

Bank of Montreal’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bank of Montreal’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14,600
Closed -$3.11M – 4934
2021
Q1 		$3.11M Buy
+14,600
New +$2.95M ﹤0.01% 1572

Other funds holding VTI

VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bank of Montreal increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, buying an estimated $3.97M and bringing the position to 980,579 shares worth $363M. The position accounts for 0.12% of the portfolio, ranked #140.

Bank of Montreal first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 3,294 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bank of Montreal held 980,579 shares of Vanguard Morningstar Total Stock Market ETF worth $363M as of Q2 2026.
  • Bank of Montreal bought 11,106 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.97M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Bank of Montreal's portfolio in Q2 2026, its #140 holding.
  • Bank of Montreal first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 3,294 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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