Luminvest Wealth Management LLC Vanguard Intermediate Term Cor Transaction History
Luminvest Wealth Management LLC
- $279 Billion
- Q2 2025
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 181,213 shares of VCIT stock, worth $15.3 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
181,213
Previous 178,551
1.49%
Holding current value
$15.3 Million
Previous $14.6 Billion
2.82%
% of portfolio
5.38%
Previous 6.02%
Shares
7 transactions
Others Institutions Holding VCIT
# of Institutions
1,348Shares Held
516MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.63 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.44 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.38 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.15 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio