Vanguard S&p 500 Etf idx shares owned by Luminvest Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Luminvest Wealth Management
from 13F filings
Historical chart of Luminvest Wealth Management investment in Vanguard S&p 500 Etf idx
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Luminvest Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Luminvest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 16k | 612.37 |
| 2025-06-30 | $8.2M | 15k | 569.53 |
| 2025-03-31 | $7.2M | 14k | 513.94 |
| 2024-12-31 | $9.0M | 17k | 538.79 |
| 2024-09-30 | $8.8M | 17k | 532.03 |
| 2024-06-30 | $8.4M | 17k | 502.00 |
| 2024-03-31 | $5.6M | 11k | 511.54 |
| 2023-12-31 | $5.5M | 11k | 501.02 |
More positions owned by Luminvest Wealth Management
View all positions for Luminvest Wealth Management