Luminvest Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History
Luminvest Wealth Management LLC
- $307 Billion
- Q3 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 7,623 shares of BNDW stock, worth $530,484. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,623
Previous 13,884
45.1%
Holding current value
$530,484
Previous $963 Million
44.83%
% of portfolio
0.17%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding BNDW
# of Institutions
113Shares Held
6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.67MShares$186 Million0.01% of portfolio
-
Aurelius Family Office LLC Bedford, NH334KShares$23.3 Million10.37% 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