Luminvest Wealth Management LLC Vanguard Small Cap ETF Transaction History
Luminvest Wealth Management LLC
- $279 Billion
- Q2 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 1,786 shares of VB stock, worth $463,074. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,786
Previous 1,786
-0.0%
Holding current value
$463,074
Previous $396 Million
7.37%
% of portfolio
0.15%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio