MFG
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Monumental Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Monumental Financial Group’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$14.6M Buy
185,245
+10,823
+6% +$843K 5.41% 7
2024
Q2 		$13.4M Buy
174,422
+14,009
+9% +$1.07M 5.83% 7
2024
Q1 		$12.3M Buy
160,413
+6,104
+4% +$468K 6.54% 5
2023
Q4 		$11.9M Buy
154,309
+50,072
+48% +$3.79M 7.09% 5
2023
Q3 		$7.84M Buy
104,237
+2,627
+3% +$198K 5.22% 6
2023
Q2 		$7.68M Sell
101,610
-26,058
-20% -$1.99M 5.17% 6
2023
Q1 		$9.77M Buy
127,668
+6,948
+6% +$526K 6.99% 4
2022
Q4 		$9.09M Buy
120,720
+9,140
+8% +$686K 7.34% 3
2022
Q3 		$8.35M Buy
111,580
+7,076
+7% +$541K 7.9% 5
2022
Q2 		$8.03M Sell
104,504
-3,731
-3% -$287K 7.37% 5
2022
Q1 		$8.43M Sell
108,235
-59,574
-36% -$4.73M 6.97% 6
2021
Q4 		$13.6M Buy
167,809
+9,510
+6% +$773K 9.72% 4
2021
Q3 		$13M Buy
158,299
+16,504
+12% +$1.36M 10.36% 4
2021
Q2 		$11.7M Buy
141,795
+133,052
+1,522% +$10.9M 9.96% 4
2021
Q1 		$719K Buy
+8,743
New +$722K 0.69% 24

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Monumental Financial Group's BSV Position: Q3 2024 in Review

Monumental Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.2% in Q3 2024, buying an estimated $843K and bringing the position to 185,245 shares worth $14.6M. The position accounts for 5.41% of the portfolio, ranked #7.

Monumental Financial Group first reported a position in BSV in Q1 2021 and has held it in 15 quarters since. 1,144 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • Monumental Financial Group held 185,245 shares of Vanguard Short-Term Bond ETF worth $14.6M as of Q3 2024.
  • Monumental Financial Group bought 10,823 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $843K.
  • Vanguard Short-Term Bond ETF made up 5.41% of Monumental Financial Group's portfolio in Q3 2024, its #7 holding.
  • Monumental Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 15 quarters since.
  • 1,144 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.