Luminvest Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2036517
SCOTTSDALE, AZ
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,224,214
+$40,224 QoQ
Shares Held
4,674
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,224,214 | 4,674 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,183,990 | 4,590 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $932,444 | 3,667 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $423,246 | 1,786 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $396,045 | 1,786 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $981,784 | 4,086 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $968,528 | 4,083 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $890,257 | 4,083 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $526,214 | 2,302 | Shares | Sole | 2024-10-30 | |
| 2023-12-31 | $768,841 | 3,604 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||