Luminvest Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Luminvest Wealth Management LLC
- $307 Billion
- Q3 2025
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 719 shares of VO stock, worth $206,302. This represents 0.07% of its overall portfolio holdings.
Number of Shares
719
Previous 719
-0.0%
Holding current value
$206,302
Previous $203 Million
4.1%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,518Shares Held
221MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio