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Luminvest Wealth Management LLC: VTI position timeline

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

Luminvest Wealth Management LLC held 296,405 VTI 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 296,405 shares
    Change vs previous 13F +9,011 shares

    25.41% of the 13F portfolio, value $109,363,998.

    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 287,394 shares
    Change vs previous 13F +6,754 shares

    24.76% of the 13F portfolio, value $94,714,090.

    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 280,640 shares
    Change vs previous 13F +20,736 shares

    26.1% of the 13F portfolio, value $94,090,177.

    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 259,904 shares
    Change vs previous 13F +7,506 shares

    27.8% of the 13F portfolio, value $85,293,167.

    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 252,398 shares
    Change vs previous 13F +2,023 shares

    27.61% of the 13F portfolio, value $77,018,091.

    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 250,375 shares
    Change vs previous 13F +1,579 shares

    28.36% of the 13F portfolio, value $68,813,836.

    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 248,796 shares
    Change vs previous 13F +14,284 shares

    29.11% of the 13F portfolio, value $72,104,251.

    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 234,512 shares
    Change vs previous 13F not available

    27.77% of the 13F portfolio, value $66,940,707.

    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).