Vanguard Personalized Indexing Management
BMO icon

Vanguard Personalized Indexing Management’s Bank of Montreal BMO Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.46M Buy
25,214
+3,091
+14% +$486K 0.04% 386
2026
Q1 		$2.99M Buy
22,123
+622
+3% +$86.4K 0.03% 467
2025
Q4 		$2.79M Buy
21,501
+875
+4% +$111K 0.03% 486
2025
Q3 		$2.69M Buy
20,626
+2,337
+13% +$277K 0.03% 486
2025
Q2 		$2.02M Sell
18,289
-729
-4% -$73.5K 0.02% 563
2025
Q1 		$1.82M Sell
19,018
-2,569
-12% -$254K 0.03% 524
2024
Q4 		$2.1M Buy
21,587
+2,536
+13% +$240K 0.03% 468
2024
Q3 		$1.72M Buy
19,051
+4,077
+27% +$348K 0.03% 522
2024
Q2 		$1.25M Buy
14,974
+4,826
+48% +$438K 0.02% 582
2024
Q1 		$991K Buy
10,148
+1,759
+21% +$166K 0.02% 663
2023
Q4 		$830K Sell
8,389
-1,115
-12% -$93.1K 0.02% 747
2023
Q3 		$802K Buy
9,504
+1,847
+24% +$162K 0.02% 673
2023
Q2 		$691K Buy
7,657
+1,227
+19% +$108K 0.02% 753
2023
Q1 		$573K Buy
6,430
+634
+11% +$60.2K 0.02% 804
2022
Q4 		$525K Sell
5,796
-1,564
-21% -$145K 0.02% 784
2022
Q3 		$645K Buy
7,360
+110
+2% +$10.6K 0.03% 680
2022
Q2 		$697K Buy
7,250
+1,425
+24% +$151K 0.03% 644
2022
Q1 		$687K Buy
5,825
+1,295
+29% +$150K 0.03% 660
2021
Q4 		$488K Buy
4,530
+1,876
+71% +$202K 0.03% 709
2021
Q3 		$265K Buy
+2,654
New +$267K 0.02% 819
2021
Q2 		– Sell
-2,293
Closed -$204K – 909
2021
Q1 		$204K Buy
+2,293
New +$187K 0.03% 671

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Vanguard Personalized Indexing Management's BMO Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Bank of Montreal (BMO) stake by 14% in Q2 2026, buying an estimated $486K and bringing the position to 25,214 shares worth $4.46M. The position accounts for 0.04% of the portfolio, ranked #386.

Vanguard Personalized Indexing Management first reported a position in BMO in Q1 2021 and has held it in 21 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Vanguard Personalized Indexing Management held 25,214 shares of Bank of Montreal worth $4.46M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,091 Bank of Montreal shares in Q2 2026, an estimated $486K.
  • Bank of Montreal made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #386 holding.
  • Vanguard Personalized Indexing Management first reported a position in Bank of Montreal in Q1 2021 and has held it in 21 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.