SEC 13F Intelligence

Monumental Financial Group Inc. / VDC

Monumental Financial Group Inc.’s Vanguard World Fd Position

Does Monumental Financial Group Inc. own Vanguard World Fd (VDC)? Yes41.1K shares worth $9M (+3.33% of its 13F portfolio) as of Q3 2024, up from 34.2K shares the prior filed quarter.

Position Value
$9M
Q3 2024
Shares
41.1K
% of Portfolio
+3.33%
Quarters Held
15
currently held

Position History VDC

Reported value by quarter
Q1 ’21: $6MQ1 ’21Q2 ’21: $660,000Q3 ’21: $915,000Q3 ’21Q4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $3MQ3 ’22Q4 ’22: $3,574Q1 ’23: $4,289Q1 ’23Q2 ’23: $5MQ3 ’23: $4MQ3 ’23Q4 ’23: $5MQ1 ’24: $6MQ1 ’24Q2 ’24: $7MQ3 ’24: $9MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202441.1K$9M+3.33%
Q2 202434.2K$7M+3.03%
Q1 202428.2K$6M+3.07%
Q4 202327.1K$5M+3.08%
Q3 202324.2K$4M+2.94%
Q2 202324.6K$5M+3.22%
Q1 202322.2K$4,289+3.07%
Q4 202218.7K$3,574+2.89%
Q3 202214.8K$3M+2.41%
Q2 202211.4K$2M+1.94%
Q1 202210.0K$2M+1.62%
Q4 20218.7K$2M+1.24%
Q3 20215.1K$915,000+0.73%
Q2 20213.6K$660,000+0.56%
Q1 202133.0K$6M+5.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monumental Financial Group Inc.’s full portfolio or all institutional holders of VDC.