Bank of Montreal
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Bank of Montreal’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bank of Montreal’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21M Buy
418,059
+287,148
+219% +$14.4M 0.01% 908
2026
Q1 		$6.54M Buy
130,911
+128,607
+5,582% +$6.4M ﹤0.01% 1220
2025
Q4 		$114K Buy
2,304
+155
+7% +$7.75K ﹤0.01% 3012
2025
Q3 		$109K Buy
+2,149
New +$108K ﹤0.01% 2945
2025
Q2 		– Sell
-7,504
Closed -$374K – 3775
2025
Q1 		$374K Buy
+7,504
New +$368K ﹤0.01% 2374
2024
Q2 		– Sell
-47,005
Closed -$2.25M – 4276
2024
Q1 		$2.25M Buy
+47,005
New +$2.24M ﹤0.01% 1577
2023
Q4 		– Sell
-13,388
Closed -$635K – 4315
2023
Q3 		$635K Buy
13,388
+5,606
+72% +$265K ﹤0.01% 2306
2023
Q2 		$370K Buy
+7,782
New +$371K ﹤0.01% 2806
2020
Q4 		– Sell
-1,050
Closed -$53K – 5128
2020
Q3 		$53K Sell
1,050
-3,585
-77% -$182K ﹤0.01% 3403
2020
Q2 		$233K Buy
4,635
+2,911
+169% +$145K ﹤0.01% 2653
2020
Q1 		$85K Sell
1,724
-6,181
-78% -$303K ﹤0.01% 2663
2019
Q4 		$390K Buy
+7,905
New +$389K ﹤0.01% 2804
2015
Q4 		– Sell
-208
Closed -$10K – 4441
2015
Q3 		$10K Sell
208
-1,322
-86% -$64K ﹤0.01% 3471
2015
Q2 		$74K Hold
1,530
– – ﹤0.01% 2862
2015
Q1 		$74K Hold
1,530
– – ﹤0.01% 2772
2014
Q4 		$74K Hold
1,530
– – ﹤0.01% 2906
2014
Q3 		$76K Sell
1,530
-70
-4% -$3.49K ﹤0.01% 2953
2014
Q2 		$80K Hold
1,600
– – ﹤0.01% 2972
2014
Q1 		$79K Hold
1,600
– – ﹤0.01% 2910
2013
Q4 		$79K Sell
1,600
-80
-5% -$3.96K ﹤0.01% 2652
2013
Q3 		$83K Sell
1,680
-537
-24% -$26.5K ﹤0.01% 2585
2013
Q2 		$109K Buy
+2,217
New +$110K ﹤0.01% 2406

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Bank of Montreal increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 219% in Q2 2026, buying an estimated $14.4M and bringing the position to 418,059 shares worth $21M. The position accounts for 0.01% of the portfolio, ranked #908.

Bank of Montreal first reported a position in VTIP in Q2 2013 and has held it in 22 quarters since. 876 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Bank of Montreal held 418,059 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $21M as of Q2 2026.
  • Bank of Montreal bought 287,148 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $14.4M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #908 holding.
  • Bank of Montreal first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 22 quarters since.
  • 876 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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