MFG
VGT icon

Monumental Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Monumental Financial Group’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$31.5M Buy
429,952
+41,048
+11% +$2.92M 11.7% 2
2024
Q2 		$28M Buy
388,904
+78,040
+25% +$5.19M 12.22% 1
2024
Q1 		$20.4M Buy
310,864
+24,568
+9% +$1.56M 10.84% 3
2023
Q4 		$17.3M Buy
286,296
+21,104
+8% +$1.18M 10.33% 3
2023
Q3 		$13.8M Buy
265,192
+59,632
+29% +$3.24M 9.16% 3
2023
Q2 		$11.4M Buy
205,560
+2,600
+1% +$131K 7.65% 4
2023
Q1 		$9.78M Buy
202,960
+15,000
+8% +$663K 7% 3
2022
Q4 		$7.5M Sell
187,960
-39,688
-17% -$1.62M 6.06% 6
2022
Q3 		$8.75M Buy
227,648
+30,336
+15% +$1.33M 8.28% 4
2022
Q2 		$8.05M Sell
197,312
-15,856
-7% -$714K 7.4% 4
2022
Q1 		$11.1M Buy
213,168
+6,736
+3% +$346K 9.18% 3
2021
Q4 		$11.8M Buy
206,432
+13,912
+7% +$764K 8.47% 6
2021
Q3 		$9.66M Buy
192,520
+11,416
+6% +$592K 7.71% 7
2021
Q2 		$9.03M Sell
181,104
-73,304
-29% -$3.46M 7.72% 7
2021
Q1 		$11.4M Buy
+254,408
New +$11.4M 10.89% 2

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Monumental Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 11% in Q3 2024, buying an estimated $2.92M and bringing the position to 429,952 shares worth $31.5M. The position accounts for 11.7% of the portfolio, ranked #2.

Monumental Financial Group first reported a position in VGT in Q1 2021 and has held it in 15 quarters since. 1,575 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

  • Monumental Financial Group held 429,952 shares of Vanguard Information Technology ETF worth $31.5M as of Q3 2024.
  • Monumental Financial Group bought 41,048 Vanguard Information Technology ETF shares in Q3 2024, an estimated $2.92M.
  • Vanguard Information Technology ETF made up 11.7% of Monumental Financial Group's portfolio in Q3 2024, its #2 holding.
  • Monumental Financial Group first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 15 quarters since.
  • 1,575 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

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