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Vanguard Value ETF shares owned by Luminvest Wealth Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Luminvest Wealth Management from 13F filings

Historical chart of Luminvest Wealth Management investment in Vanguard Value ETF

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All positions including Vanguard Value ETF held by Luminvest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Luminvest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 18k 175.35
2024-06-30 $2.9M 18k 163.16
2024-03-31 $541k 3.1k 172.97
2023-12-31 $547k 3.1k 174.06

More positions owned by Luminvest Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Luminvest Wealth Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
International Assets Investment Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
Mill Creek Capital Advisors
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Adviser Investments
Raymond James Financial Services Advisors
Bank of New York Mellon

View all funds holding Vanguard Value ETF