Monumental Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Monumental Financial Group’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$289K	Buy	+547	New	+$278K	0.11%	41

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Monumental Financial Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2024: 547 shares worth $289K. The stake represents 0.11% of the portfolio and ranks #41 among its holdings.

2,934 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

Monumental Financial Group held 547 shares of Vanguard S&P 500 ETF worth $289K as of Q3 2024.
Vanguard S&P 500 ETF was a new Monumental Financial Group position in Q3 2024.
Vanguard S&P 500 ETF made up 0.11% of Monumental Financial Group's portfolio in Q3 2024, its #41 holding.
2,934 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

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