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Luminvest Wealth Management LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Luminvest Wealth Management LLC on VCIT, newest first. How the timeline and the estimate are built.

Luminvest Wealth Management LLC held 255,861 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,861 shares
    Change vs previous 13F +17,647 shares

    4.91% of the 13F portfolio, value $21,124,754.

    13F-HR 0002036517-26-000004 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 238,214 shares
    Change vs previous 13F +16,475 shares

    5.16% of the 13F portfolio, value $19,724,960.

    13F-HR 0002036517-26-000002 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 221,739 shares
    Change vs previous 13F +92,818 shares

    5.15% of the 13F portfolio, value $18,570,667.

    13F-HR 0002036517-26-000001 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 128,921 shares
    Change vs previous 13F -52,292 shares

    3.53% of the 13F portfolio, value $10,843,484.

    13F-HR 0002036517-25-000002 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 181,213 shares
    Change vs previous 13F +2,662 shares

    5.38% of the 13F portfolio, value $15,009,877.

    13F-HR 0001085146-25-003919 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 178,551 shares
    Change vs previous 13F +1,598 shares

    6.02% of the 13F portfolio, value $14,598,421.

    13F-HR 0001085146-25-002501 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 176,953 shares
    Change vs previous 13F +14,132 shares

    5.73% of the 13F portfolio, value $14,204,511.

    13F-HR 0001085146-25-000572 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 162,821 shares
    Change vs previous 13F not available

    5.64% of the 13F portfolio, value $13,600,921.

    13F-HR 0001085146-24-005235 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).