Luminvest Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Luminvest Wealth Management LLC

$279 Billion
Q2 2025

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 14,484 shares of VOO stock, worth $8.86 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

14,484

Previous 14,105 2.69%

Holding current value

$8.86 Million

Previous $7.25 Billion 13.8%

% of portfolio

2.96%

Previous 2.99%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$456.74 - $568.03 $173,104 - $215,283	379 Added 2.69%	14,484 $8.25 Billion
Q1 2025 Apr 30, 2025	SELL	$507.05 - $563.67 $1.29 Million - $1.44 Million	-2,553 Reduced 15.33%	14,105 $7.25 Billion
Q4 2024 Jan 28, 2025	BUY	$521.84 - $558.82 $23,482 - $25,146	45 Added 0.27%	16,658 $8.98 Billion
Q3 2024 Oct 30, 2024	SELL	$475.2 - $527.7 $11,404 - $12,664	-24 Reduced 0.14%	16,613 $8.84 Billion
Q2 2024 Oct 30, 2024	BUY	$455.1 - $504.28 $2.6 Million - $2.88 Million	5,717 Added 52.35%	16,637 $8.35 Billion
Q1 2024 Oct 30, 2024	BUY	$429.43 - $481.35 $8,588 - $9,627	20 Added 0.18%	10,920 $5.59 Billion
Q4 2023 Oct 30, 2024	BUY	$377.32 - $438.19 $4.11 Million - $4.78 Million	10,900 New	10,900 $5.46 Billion

Others Institutions Holding VOO

# of Institutions

3,759

Shares Held

511M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Luminvest Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History