Luminvest Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Luminvest Wealth Management LLC
- $279 Billion
- Q2 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 $210,350. This represents 0.07% of its overall portfolio holdings.
Number of Shares
719Holding current value
$210,350% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,437Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
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Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
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Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
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Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
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Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio