Monumental Financial Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,696	Closed	-$233K	–	43
2024 Q2	$233K	Sell	4,696 -134,843	-97%	-$6.66M	0.1%	41
2024 Q1	$6.91M	Buy	139,539 +11,011	+9%	+$545K	3.68%	9
2023 Q4	$6.35M	Buy	128,528 +7,149	+6%	+$352K	3.79%	9
2023 Q3	$5.97M	Buy	121,379 +1,278	+1%	+$62.8K	3.97%	10
2023 Q2	$5.9M	Sell	120,101 -43,104	-26%	-$2.12M	3.97%	8
2023 Q1	$8.04M	Buy	163,205 +4,474	+3%	+$220K	5.75%	6
2022 Q4	$7.78M	Buy	158,731 +8,788	+6%	+$430K	6.28%	5
2022 Q3	$7.34M	Buy	149,943 +2,848	+2%	+$140K	6.95%	6
2022 Q2	$7.24M	Buy	147,095 +2,296	+2%	+$113K	6.65%	6
2022 Q1	$7.15M	Buy	+144,799	New	+$7.19M	5.91%	9

Other funds holding VUSB

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

MFA

McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Monumental Financial Group sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2024, closing a stake of 4,696 shares — an estimated $233K sold.

Monumental Financial Group first reported a position in VUSB in Q1 2022 and held it in 10 quarters. The position peaked at $8.04M in Q1 2023. 301 funds tracked by Wall St. Rank hold VUSB as of Q3 2024.

Monumental Financial Group reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2024 after selling out during the quarter.
Monumental Financial Group sold 4,696 Vanguard Ultra-Short Bond ETF shares in Q3 2024, an estimated $233K.
Monumental Financial Group first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2022 and held it in 10 quarters.
Monumental Financial Group's Vanguard Ultra-Short Bond ETF position peaked at $8.04M in Q1 2023.
301 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2024.

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