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VFVAVFVA
10 quarters

Position history for BANK OF MONTREAL /CAN/BANK OF MONTREAL /CAN/'s holdings in VANGUARD WELLINGTON FD

BANK OF MONTREAL /CAN/ holds 7,002 shares of VFVA (VANGUARD WELLINGTON FD), worth $1M as of 2026-Q2. The position was decreased (-1.2% shares). VFVA represents 0.0% of BANK OF MONTREAL /CAN/'s portfolio.

Current Value

$1M

Current Shares

7,002

Total Value Change

+$556,247

Total Shares Change

+2,200

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
7,002
-1.2%
$1M0.0%$148.43
0
2026-Q1
Unchanged
7,087
0.0%
$953,9270.0%$133.96
0
2025-Q4
Increased
7,087
+11.0%
$940,9580.0%$131.46
28
2025-Q3
Increased
6,384
+2.9%
$814,1640.0%$125.55
25
2025-Q2
Unchanged
6,202
0.0%
$733,6490.0%$115.90
0
2025-Q1
Unchanged
6,202
0.0%
$706,9820.0%$110.97
0
2024-Q4
Unchanged
6,202
0.0%
$734,1300.0%$114.54
0
2024-Q3
New
6,202
-
$746,1760.0%$115.89
34
2022-Q4
Exited
0
-100.0%
$00.0%$90.64
0
2022-Q3
New
4,802
-
$483,0000.0%$79.23
33

Other major holders of VFVA: RWA WEALTH PARTNERS, LLC, VANTAGEPOINT INVESTMENT ADVISERS LLC

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