Luminvest Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Luminvest Wealth Management LLC

$307 Billion
Q3 2025

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 479,108 shares of VTEB stock, worth $24.1 Million. This represents 7.82% of its overall portfolio holdings.

Number of Shares

479,108

Previous 418,936 14.36%

Holding current value

$24.1 Million

Previous $20.5 Billion 17.05%

% of portfolio

7.82%

Previous 7.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$48.5 - $50.19 $2.92 Million - $3.02 Million	60,172 Added 14.36%	479,108 $24 Billion
Q2 2025 Jul 16, 2025	BUY	$48.13 - $49.85 $2.09 Million - $2.17 Million	43,452 Added 11.57%	418,936 $20.5 Billion
Q1 2025 Apr 30, 2025	SELL	$49.25 - $50.66 $2.95 Million - $3.04 Million	-59,953 Reduced 13.77%	375,484 $18.6 Billion
Q4 2024 Jan 28, 2025	BUY	$49.79 - $51.14 $3.12 Million - $3.21 Million	62,737 Added 16.83%	435,437 $21.8 Billion
Q3 2024 Oct 30, 2024	BUY	$49.93 - $51.15 $362,791 - $371,655	7,266 Added 1.99%	372,700 $19 Billion

Q2 2024 Oct 30, 2024	BUY	$49.55 - $50.44 $1.2 Million - $1.23 Million	24,304 Added 7.12%	365,434 $18.6 Billion
Q1 2024 Oct 30, 2024	SELL	$50.36 - $51.06 $659,162 - $668,324	-13,089 Reduced 3.7%	341,130 $17.4 Billion
Q4 2023 Oct 30, 2024	BUY	$47.36 - $51.14 $16.8 Million - $18.1 Million	354,219 New	354,219 $18 Billion

Others Institutions Holding VTEB

# of Institutions

1,371

Shares Held

602M

Call Options Held

282K

Put Options Held

56K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Luminvest Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History