VUSB β€” VANGUARD BD INDEX FDS

Ownership history in MONUMENTAL FINANCIAL GROUP INC.  Β·  10 quarters on record

AI Ownership Summary

MONUMENTAL FINANCIAL GROUP INC. reported VANGUARD BD INDEX FDS (VUSB) in 10 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 3.79% in 2023 Q4. The latest visible filing shows VUSB at 0.10% 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 VUSB 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 BD INDEX FDS, 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 Q2

VUSB was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.79% 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 Q2

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.

VUSB stock page MONUMENTAL FINANCIAL GROUP INC. fund profile MONUMENTAL FINANCIAL GROUP INC. full holdings
How MONUMENTAL FINANCIAL GROUP INC. held VUSB β€” position size vs. price
% of Fund (quarterly)    VUSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 REDUCED 4,696 -134,843 -96.6% 0.10% $233K 2024-08-05 $45.90
2024 Q1 ADDED 139,539 +11,011 +8.6% 3.68% $6.9M 2024-04-16 $44.84
2023 Q4 ADDED 128,528 +7,149 +5.9% 3.79% $6.4M 2024-02-05 $44.50
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VUSB

As of 2026 Q1 β€” sorted by position size

Calder Financial LLC 16.27% Global Wealth Management, LLC 11.95% McClarren Financial Advisors, Inc. 3Y 9.13% Eagle Capital Management, LLC 3Y 7Y 7.65% Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 7.38% SpringVest Wealth Management LLC 6.79% 55 North Private Wealth, LLC 6.72% CWC Advisors, LLC. 3Y 7Y 5.56% Harpswell Capital Advisors, LLC 4.84% Fonville Wealth Management LLC 4.69%

FAQ About MONUMENTAL FINANCIAL GROUP INC. and VUSB

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 VUSB?

MONUMENTAL FINANCIAL GROUP INC. reported VUSB across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

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

The largest reported portfolio weight for VUSB was 3.79% in 2023 Q4.

What is the latest reported VUSB position on this page?

The most recent filing on this page is 2024 Q2, when MONUMENTAL FINANCIAL GROUP INC. reported 4,696 shares, equal to 0.10% of portfolio, with an estimated market value of $233K.

What does the chart on this VUSB ownership page compare?

The chart compares MONUMENTAL FINANCIAL GROUP INC.'s quarterly VUSB 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.

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