MONUMENTAL FINANCIAL GROUP INC. BSV — VANGUARD SHORT TRM BOND ETF

Ownership history in MONUMENTAL FINANCIAL GROUP INC.  ·  15 quarters on record

AI Ownership Summary

MONUMENTAL FINANCIAL GROUP INC. reported VANGUARD SHORT TRM BOND ETF (BSV) in 15 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 7.09% in 2023 Q4. The latest visible filing shows BSV at 5.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONUMENTAL FINANCIAL GROUP INC.'s position in VANGUARD SHORT TRM BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

BSV was reported at 5.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.09% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSV stock page MONUMENTAL FINANCIAL GROUP INC. fund profile MONUMENTAL FINANCIAL GROUP INC. full holdings
How MONUMENTAL FINANCIAL GROUP INC. held BSV — position size vs. price
% of Fund (quarterly)    BSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED — — — 185,245 +10,823 +6.2% 5.41% $14.6M 2024-11-14 (Est.) $72.63
2024 Q2 ADDED — — — 174,422 +14,009 +8.7% 5.83% $13.4M 2024-08-05 $72.80
2024 Q1 ADDED — — — 160,413 +6,104 +4.0% 6.54% $12.3M 2024-04-16 $69.89
2023 Q4 ADDED — — — 154,309 +50,072 +48.0% 7.09% $11.9M 2024-02-05 $70.30
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BSV

As of 2026 Q1 — sorted by position size

International City Management Association Retirement Corp 3Y 7Y 24.08% Old Peak Finance LLC 23.14% Windward Private Wealth Management Inc. 3Y 22.85% Compass Planning Associates Inc 18.34% RS CRUM INC. 3Y 18.08% Integris Wealth Management, LLC 3Y 15.37% Truepoint, Inc. 3Y 7Y 12.62% Martel Wealth Advisors LLC 12.52% Frankly Finances, LLC 12.16% 3 FACTOR INDEXING, LLC 12.14%

FAQ About MONUMENTAL FINANCIAL GROUP INC. and BSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has MONUMENTAL FINANCIAL GROUP INC. reported owning BSV?

MONUMENTAL FINANCIAL GROUP INC. reported BSV across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported BSV position in MONUMENTAL FINANCIAL GROUP INC.'s portfolio?

The largest reported portfolio weight for BSV was 7.09% in 2023 Q4.

What is the latest reported BSV position on this page?

The most recent filing on this page is 2024 Q3, when MONUMENTAL FINANCIAL GROUP INC. reported 185,245 shares, equal to 5.41% of portfolio, with an estimated market value of $14.6M.

What does the chart on this BSV ownership page compare?

The chart compares MONUMENTAL FINANCIAL GROUP INC.'s quarterly BSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MONUMENTAL FINANCIAL GROUP INC. time their BSV position?

Based on 13F filing dates vs. subsequent BSV price moves, MONUMENTAL FINANCIAL GROUP INC. correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on BSV relative to SPY over the holding period was -10.5%.

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