Luminvest Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Luminvest Wealth Management LLC

$279 Billion
Q2 2025

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 418,936 shares of VTEB stock, worth $21.1 Million. This represents 7.35% of its overall portfolio holdings.

Number of Shares

418,936

Previous 375,484 11.57%

Holding current value

$21.1 Million

Previous $18.6 Billion 10.0%

% of portfolio

7.35%

Previous 7.68%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$48.13 - $49.85 $2.09 Million - $2.17 Million	43,452 Added 11.57%	418,936 $20.5 Billion
Q1 2025 Apr 30, 2025	SELL	$49.25 - $50.66 $2.95 Million - $3.04 Million	-59,953 Reduced 13.77%	375,484 $18.6 Billion
Q4 2024 Jan 28, 2025	BUY	$49.79 - $51.14 $3.12 Million - $3.21 Million	62,737 Added 16.83%	435,437 $21.8 Billion
Q3 2024 Oct 30, 2024	BUY	$49.93 - $51.15 $362,791 - $371,655	7,266 Added 1.99%	372,700 $19 Billion
Q2 2024 Oct 30, 2024	BUY	$49.55 - $50.44 $1.2 Million - $1.23 Million	24,304 Added 7.12%	365,434 $18.6 Billion
Q1 2024 Oct 30, 2024	SELL	$50.36 - $51.06 $659,162 - $668,324	-13,089 Reduced 3.7%	341,130 $17.4 Billion
Q4 2023 Oct 30, 2024	BUY	$47.36 - $51.14 $16.8 Million - $18.1 Million	354,219 New	354,219 $18 Billion

Others Institutions Holding VTEB

# of Institutions

1,339

Shares Held

560M

Call Options Held

124K

Put Options Held

62.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Luminvest Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History