Luminvest Wealth Management LLC Vanguard Small Cap ETF Transaction History
Luminvest Wealth Management LLC
- $307 Billion
- Q3 2025
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 3,667 shares of VB stock, worth $916,053. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,667
Previous 1,786
105.32%
Holding current value
$916,053
Previous $425 Million
119.31%
% of portfolio
0.3%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio