Vanguard Small-Cap ETF shares owned by Luminvest Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Luminvest Wealth Management
from 13F filings
Historical chart of Luminvest Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Luminvest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $932k | 3.7k | 254.25 |
| 2025-06-30 | $425k | 1.8k | 238.03 |
| 2025-03-31 | $396k | 1.8k | 221.56 |
| 2024-12-31 | $982k | 4.1k | 240.23 |
| 2024-09-30 | $983k | 4.1k | 240.75 |
| 2024-06-30 | $918k | 4.1k | 224.94 |
| 2024-03-31 | $541k | 2.3k | 234.99 |
| 2023-12-31 | $854k | 3.6k | 237.04 |
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