Bank of Montreal
VV icon

Bank of Montreal’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bank of Montreal’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,000
Closed -$90K – 4428
2014
Q2 		$90K Hold
1,000
– – ﹤0.01% 2914
2014
Q1 		$86K Buy
+1,000
New +$84.5K ﹤0.01% 2875

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Bank of Montreal reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.9% in Q2 2026, selling an estimated $274K and leaving 27,074 shares worth $9.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Bank of Montreal first reported a position in VV in Q2 2013 and has held it in 53 quarters since. The position peaked at $109M in Q1 2016. 1,146 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Bank of Montreal held 27,074 shares of Vanguard Morningstar Large-Cap ETF worth $9.31M as of Q2 2026.
  • Bank of Montreal sold 821 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $274K.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1183 holding.
  • Bank of Montreal first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Vanguard Morningstar Large-Cap ETF position peaked at $109M in Q1 2016.
  • 1,146 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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