Luminvest Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History
Luminvest Wealth Management LLC
- $360 Billion
- Q4 2025
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 5,437 shares of BNDW stock, worth $378,360. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,437
Previous 7,623
28.68%
Holding current value
$378,360
Previous $531 Million
29.62%
% of portfolio
0.1%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding BNDW
# of Institutions
114Shares Held
6.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.67MShares$186 Million0.01% of portfolio
-
Aurelius Family Office LLC Bedford, NH347KShares$24.2 Million10.28% of portfolio
-
Betterment LLC New York, NY334KShares$23.3 Million0.05% of portfolio
-
Mercer Global Advisors Inc Denver, CO324KShares$22.6 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC273KShares$19 Million0.0% of portfolio