Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MontVue Capital Management, Inc. (CIK 2008758) reported $146.7M across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($27.3M, 18.62%), IXUS ($19.6M, 13.38%), VTI ($17.2M, 11.72%), VXUS ($10.3M, 7.02%), XLK ($9.5M, 6.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $27.3M | 18.62% | 191,843 | Added |
| 2 | IXUS | ISHARES TR | $19.6M | 13.38% | 226,627 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $17.2M | 11.72% | 53,610 | Trimmed |
| 4 | VXUS | VANGUARD STAR FDS | $10.3M | 7.02% | 133,671 | Added |
| 5 | XLK | SELECT SECTOR SPDR TR | $9.5M | 6.46% | 71,280 | Added |
| 6 | VXF | VANGUARD INDEX FDS | $5.3M | 3.63% | 25,873 | Added |
| 7 | VGT | VANGUARD WORLD FD | $4.3M | 2.93% | 6,160 | Trimmed |
| 8 | XLF | SELECT SECTOR SPDR TR | $3.1M | 2.11% | 62,628 | Added |
| 9 | XLI | SELECT SECTOR SPDR TR | $3.0M | 2.06% | 18,684 | Added |
| 10 | XLY | SELECT SECTOR SPDR TR | $3.0M | 2.04% | 27,445 | Added |
| 11 | XLV | SELECT SECTOR SPDR TR | $3.0M | 2.02% | 20,203 | Trimmed |
| 12 | VFH | VANGUARD WORLD FD | $2.3M | 1.53% | 18,625 | Trimmed |
| 13 | VOX | VANGUARD WORLD FD | $2.1M | 1.42% | 11,555 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $2.1M | 1.41% | 3,451 | Added |
| 15 | VHT | VANGUARD WORLD FD | $2.0M | 1.34% | 7,246 | Hold |
| 16 | XLC | SELECT SECTOR SPDR TR | $1.9M | 1.30% | 17,192 | Added |
| 17 | VUSB | VANGUARD BD INDEX FDS | $1.7M | 1.13% | 33,331 | Hold |
| 18 | VCR | VANGUARD WORLD FD | $1.5M | 1.05% | 4,308 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $1.4M | 0.98% | 2,221 | Trimmed |
| 20 | VIS | VANGUARD WORLD FD | $1.4M | 0.97% | 4,576 | Trimmed |
| 21 | XLP | SELECT SECTOR SPDR TR | $1.4M | 0.94% | 16,738 | Trimmed |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.92% | 17,884 | Trimmed |
| 23 | VV | VANGUARD INDEX FDS | $1.3M | 0.90% | 4,407 | Hold |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $1.2M | 0.82% | 18,712 | Trimmed |
| 25 | VDC | VANGUARD WORLD FD | $1.1M | 0.74% | 4,848 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31